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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1051
Osterweis Capital Management
California
$1.1M – – –
CIA
1052
Choate Investment Advisors
Massachusetts
$1.1M +$6.74K +19 +0.6%
EWA
1053
Evolution Wealth Advisors
Florida
$1.1M -$140K -395 -12%
RIL
1054
Rothschild Investment LLC
Illinois
$1.1M +$225K +635 +27%
LFAS
1055
Level Four Advisory Services
Texas
$1.09M -$86.5K -244 -8%
TFA
1056
Toth Financial Advisory
Virginia
$1.09M -$312K -881 -23%
GLLW
1057
Graves Light Lenhart Wealth
Virginia
$1.09M -$83.3K -235 -7%
IAA
1058
Ironsides Asset Advisors
North Carolina
$1.08M -$29.4K -83 -3%
SL
1059
Stevard LLC
Illinois
$1.08M -$54.8M -154,416 -98%
OCM
1060
Oakwood Capital Management
California
$1.08M -$16K -45 -1%
CCA
1061
Cobblestone Capital Advisors
New York
$1.08M -$289K -816 -22%
BCIM
1062
Bishop & Co Investment Management
Pennsylvania
$1.07M +$31.2K +88 +3%
MPW
1063
Monterey Private Wealth
California
$1.07M -$8.16K -23 -0.8%
MFG
1064
MidWestOne Financial Group
Iowa
$1.07M +$148K +416 +17%
RCA
1065
Reitz Capital Advisors
Michigan
$1.06M +$1.77K +5 +0.2%
AFM
1066
Andesa Financial Management
Pennsylvania
$1.06M +$452K +1,276 +78%
WCA
1067
Windsor Creek Advisors
Vermont
$1.06M – – –
AFP
1068
Ausdal Financial Partners
Iowa
$1.06M +$19.5K +55 +2%
CAI
1069
Capital Advisors Inc
Oklahoma
$1.06M +$65.2K +184 +7%
SWA
1070
Sutton Wealth Advisors
Florida
$1.05M +$766K +2,159 +294%
TPA
1071
Trivium Point Advisory
Connecticut
$1.05M +$16.3K +46 +2%
TI
1072
Trexquant Investment
Connecticut
$1.05M -$579K -1,633 -36%
AI
1073
Accredited Investors
Minnesota
$1.04M +$1.01M +2,861 New
BFO
1074
Boston Family Office
Massachusetts
$1.04M -$97.9K -276 -9%
VCAM
1075
Van Cleef Asset Management
Ohio
$1.04M -$4.61K -13 -0.5%
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