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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1376
RGT Wealth Advisors
Texas
$1.02M – – –
MCM
1377
Maryland Capital Management
Maryland
$1.02M -$59K -144 -6%
OCM
1378
Osterweis Capital Management
California
$1.02M – – –
B
1379
Brightworth
Georgia
$1.02M +$160K +392 +19%
FNFDCM
1380
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M -$162K -395 -14%
AC
1381
Apella Capital
Connecticut
$1.02M -$19.6K -48 -2%
CW
1382
Cook Wealth
North Carolina
$1.02M +$163K +398 +18%
DWA
1383
Douglass Winthrop Advisors
New York
$1.01M -$40.1K -98 -4%
MS
1384
Madden Securities
Texas
$1.01M – – –
HWMA
1385
Heritage Wealth Management (Arizona)
Arizona
$1.01M +$993K +2,426 New
TWM
1386
Tanager Wealth Management
United Kingdom
$1M – – –
LFA
1387
LifeGuide Financial Advisors
Pennsylvania
$999K – – –
EBWM
1388
Eagle Bluffs Wealth Management
Missouri
$996K +$54K +132 +6%
CRC
1389
Curi RMB Capital
Illinois
$995K -$49.1K -120 -5%
WIC
1390
Woodmont Investment Counsel
Tennessee
$992K +$92.5K +226 +10%
CTA
1391
Colonial Trust Advisors
South Carolina
$992K +$149K +363 +18%
CWG
1392
Crown Wealth Group
North Carolina
$990K +$421K +1,029 +76%
MWP
1393
Meridian Wealth Partners
Pennsylvania
$987K -$5.32K -13 -0.5%
SWIM
1394
Smallwood Wealth Investment Management
New Jersey
$987K – – –
WGCA
1395
Wolf Group Capital Advisors
Virginia
$981K -$2.19M -5,338 -69%
MPW
1396
Melone Private Wealth
Michigan
$981K -$14.7K -36 -1%
PD
1397
Planning Directions
Pennsylvania
$979K +$16.8K +41 +2%
RVPG
1398
Relative Value Partners Group
$978K +$750K +1,831 +349%
MIG
1399
McGuire Investment Group
Rhode Island
$973K – – –
SWM
1400
Segment Wealth Management
Texas
$970K -$2.87K -7 -0.3%
54 55
56
57 58