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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1376
Shaker Investments
Ohio
$418K – – –
CIA
1377
Compass Ion Advisors
Pennsylvania
$418K +$50K +141 +14%
AUB
1378
Atlantic Union Bankshares
Virginia
$417K +$58.2K +164 +17%
HR
1379
Hayden Royal
North Carolina
$417K +$406K +1,145 New
UWPG
1380
Ullmann Wealth Partners Group
Florida
$417K +$406K +1,146 New
OWA
1381
Octavia Wealth Advisors
Ohio
$416K -$278K -784 -41%
CCM
1382
Coldstream Capital Management
Washington
$416K +$98.6K +278 +32%
SVCP
1383
Silicon Valley Capital Partners
California
$414K -$379K -1,070 -48%
SWM
1384
Sugarloaf Wealth Management
Georgia
$414K +$225K +635 +2,761%
JIP
1385
Jaffetilchin Investment Partners
Florida
$414K +$403K +1,136 New
3F
1386
360 Financial
Minnesota
$411K – – –
JWA
1387
JFS Wealth Advisors
Pennsylvania
$411K – – –
ODG
1388
O'Dell Group
Ohio
$411K – – –
TVAMP
1389
Tennessee Valley Asset Management Partners
Tennessee
$411K +$400K +1,127 New
JWM
1390
Janiczek Wealth Management
Colorado
$409K – – –
NAM
1391
North American Management
Massachusetts
$408K – – –
CCT
1392
Country Club Trust
Missouri
$408K – – –
NA
1393
Nottingham Advisors
New York
$408K – – –
DCM
1394
Donaldson Capital Management
Indiana
$408K +$34.4K +97 +9%
SN
1395
Sittner & Nelson
Oregon
$404K – – –
NCM
1396
Northwest Capital Management
Oregon
$402K +$12.8K +36 +3%
BCM
1397
Bayesian Capital Management
New York
$401K -$775K -2,186 -67%
MKC
1398
M. Kraus & Co
Vermont
$401K -$14.2K -40 -4%
AA
1399
Advisory Alpha
Michigan
$401K +$80.5K +227 +26%
LA
1400
Latitude Advisors
Florida
$396K +$10.3K +29 +3%
54 55
56
57 58