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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1451
Schnieders Capital Management
California
$371K +$3.84K +10 +1%
CWP
1452
Curated Wealth Partners
California
$369K -$39.2K -102 -10%
TCA
1453
Transcend Capital Advisors
New Jersey
$369K – – –
WF
1454
WoodTrust Financial
Wisconsin
$368K – – –
MJRIC
1455
Mogy Joel R Investment Counsel
California
$362K – – –
RB
1456
Renasant Bank
Mississippi
$361K +$384 +1 +0.1%
RPWA
1457
Regent Peak Wealth Advisors
Georgia
$361K +$1.53K +4 +0.4%
AWP
1458
Accretive Wealth Partners
New Jersey
$360K – – –
FFA
1459
Fi3 Financial Advisors
Indiana
$359K – – –
QPWM
1460
Quadrant Private Wealth Management
Pennsylvania
$359K +$72.5K +189 +26%
FF
1461
FourThought Financial
Florida
$357K +$384 +1 +0.1%
SW
1462
SteelPeak Wealth
California
$356K -$939K -2,447 -73%
MGWM
1463
Marks Group Wealth Management
Minnesota
$356K – – –
CPC
1464
Consolidated Planning Corp
Georgia
$354K -$1.92K -5 -0.6%
CB
1465
CNB Bank
Pennsylvania
$353K +$124K +323 +56%
SCA
1466
Sage Capital Advisors
South Dakota
$352K +$43.4K +113 +15%
PWM
1467
PRW Wealth Management
Massachusetts
$351K +$36.1K +94 +12%
FF
1468
Fluent Financial
Texas
$351K +$342K +891 New
PG
1469
Patten Group
Tennessee
$351K +$342K +891 New
PAA
1470
Peregrine Asset Advisers
Oregon
$350K -$6.91K -18 -2%
PCFFS
1471
Pacific Center for Financial Services
California
$349K – – –
CAG
1472
Curtis Advisory Group
California
$348K – – –
WP
1473
WMS Partners
Maryland
$348K +$34.5K +90 +11%
SCA
1474
Stonebridge Capital Advisors
Minnesota
$348K +$273K +711 +380%
NFP
1475
Novak Financial Planning
Maryland
$346K -$3.07K -8 -0.9%
57 58
59
60 61