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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1176
Octavia Wealth Advisors
Ohio
$662K +$628K +1,926 New
TNB
1177
Thomasville National Bank
Georgia
$659K +$151K +464 +32%
RIA
1178
Realta Investment Advisors
Delaware
$657K -$71.4K -219 -10%
KIA
1179
KCM Investment Advisors
California
$656K -$16.3K -50 -3%
VHAM
1180
Van Hulzen Asset Management
California
$654K -$84.1K -258 -12%
MCM
1181
McRae Capital Management
New Jersey
$653K – – –
FCCM
1182
First City Capital Management
Georgia
$651K -$979K -3,003 -62%
MWA
1183
MFA Wealth Advisors
Pennsylvania
$649K – – –
EAM
1184
Evanson Asset Management
California
$649K +$1.63K +5 +0.3%
RFN
1185
RDA Financial Network
Iowa
$645K -$32.9K -101 -5%
WTFG
1186
Wells Trecaso Financial Group
Ohio
$644K -$88K -270 -13%
CC
1187
Courier Capital
New York
$642K +$95.8K +294 +19%
CIA
1188
Covington Investment Advisors
Pennsylvania
$638K -$26.1K -80 -4%
CHA
1189
Carmichael Hill & Associates
Maryland
$638K -$2.28K -7 -0.4%
PWM
1190
PRW Wealth Management
Massachusetts
$636K – – –
RM
1191
Resource Management
Louisiana
$635K +$22.8K +70 +4%
HC
1192
Hamilton Capital
Ohio
$635K +$70.1K +215 +13%
GSC
1193
Ground Swell Capital
South Carolina
$634K +$601K +1,845 New
MS
1194
Madden Securities
Texas
$631K – – –
MFW
1195
Mosaic Family Wealth
Missouri
$628K -$88K -270 -13%
AIA
1196
Arcadia Investment Advisors
Idaho
$627K -$652 -2 -0.1%
TTWM
1197
TCV Trust & Wealth Management
Virginia
$625K – – –
OWM
1198
Orgel Wealth Management
Wisconsin
$622K +$60.6K +186 +11%
OEP
1199
Ocean Endowment Partners
Illinois
$622K +$217K +665 +34%
DCM
1200
DeGreen Capital Management
Arizona
$620K -$20.6M -63,055 -86%
46 47
48
49 50