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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1476
Brandywine Oak Private Wealth
Pennsylvania
$300K – – –
KCM
1477
Kanawha Capital Management
Virginia
$298K +$18.1K +51 +7%
MCM
1478
Maryland Capital Management
Maryland
$297K -$134K -378 -32%
IAP
1479
Indie Asset Partners
Indiana
$297K -$78.4K -221 -21%
VIP
1480
Vantage Investment Partners
Missouri
$296K – – –
AWP
1481
Abacus Wealth Partners
California
$294K +$287K +808 New
SS
1482
Sunbelt Securities
Texas
$294K +$13.1K +37 +5%
PCH
1483
PGIM Custom Harvest
New Jersey
$294K +$286K +806 New
SDAM
1484
Shulman DeMeo Asset Management
New York
$292K -$2.84K -8 -1%
PWM
1485
PRW Wealth Management
Massachusetts
$290K -$374K -1,054 -57%
EGA
1486
Eagle Global Advisors
Texas
$290K +$42.6K +120 +18%
WP
1487
WMS Partners
Maryland
$289K +$282K +794 New
BHB
1488
Bank Hapoalim BM
Israel
$288K -$81.2K -229 -22%
SPI
1489
Santori & Peters Inc
Pennsylvania
$288K -$17K -48 -6%
I
1490
INVST
Indiana
$288K -$10.3K -29 -4%
SGK
1491
Steigerwald Gordon & Koch
Virginia
$287K – – –
ACM
1492
Advisors Capital Management
New Jersey
$287K +$30.1K +85 +12%
TAM
1493
Townsend Asset Management
North Carolina
$282K – – –
BWA
1494
Beam Wealth Advisors
Louisiana
$281K +$26.6K +75 +11%
VWM
1495
Vigilare Wealth Management
Arizona
$281K +$274K +773 New
VWM
1496
Venturi Wealth Management
Texas
$280K – – –
SCA
1497
Sage Capital Advisors
South Dakota
$279K +$355 +1 +0.1%
CRI
1498
Colonial River Investments
Virginia
$274K -$25.2K -71 -9%
JIP
1499
JBJ Investment Partners
South Carolina
$274K +$267K +752 New
IIA
1500
IPG Investment Advisors
California
$271K – – –
58 59
60
61 62