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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1076
Ironsides Asset Advisors
North Carolina
$1.17M – – –
HPC
1077
Hobart Private Capital
North Carolina
$1.17M -$117K -304 -9%
CAC
1078
Certified Advisory Corp
Florida
$1.17M +$73.7K +192 +7%
OCM
1079
Oakwood Capital Management
California
$1.17M +$1.15K +3 +0.1%
CCA
1080
Cobblestone Capital Advisors
New York
$1.16M – – –
BCIM
1081
Bishop & Co Investment Management
Pennsylvania
$1.16M – – –
BP
1082
BBR Partners
New York
$1.15M -$106K -277 -9%
WCA
1083
Windsor Creek Advisors
Vermont
$1.15M +$3.84K +10 +0.3%
OCM
1084
Osterweis Capital Management
California
$1.15M – – –
GL
1085
Graypoint LLC
New York
$1.14M +$641K +1,671 +137%
SAM
1086
SignalPoint Asset Management
Missouri
$1.14M +$19.6K +51 +2%
GLLW
1087
Graves Light Lenhart Wealth
Virginia
$1.13M -$40.7K -106 -4%
OA
1088
Oxbow Advisors
Texas
$1.13M +$38.4K +100 +4%
BDF
1089
Black Diamond Financial
Maryland
$1.12M +$81.4K +212 +8%
VCAM
1090
Van Cleef Asset Management
Ohio
$1.12M – – –
BO
1091
BRR OpCo
Ohio
$1.12M +$43.8K +114 +4%
FNFDCM
1092
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M – – –
GC
1093
Gratus Capital
Georgia
$1.12M +$13.4K +35 +1%
TPA
1094
Trivium Point Advisory
Connecticut
$1.11M -$27.6K -72 -2%
RC
1095
Rinet Company
Massachusetts
$1.1M – – –
MPW
1096
Monterey Private Wealth
California
$1.1M – – –
FSA
1097
Financial Services Advisory
Maryland
$1.1M +$1.07M +2,787 New
CPIA
1098
Cornell Pochily Investment Advisors
New York
$1.1M +$1.92K +5 +0.2%
SWA
1099
SFMG Wealth Advisors
Texas
$1.09M +$35.7K +93 +3%
LFAS
1100
Level Four Advisory Services
Texas
$1.08M -$95.6K -249 -8%
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