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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1476
Curtis Advisory Group
California
$348K – – –
WP
1477
WMS Partners
Maryland
$348K +$34.5K +90 +11%
NFP
1478
Novak Financial Planning
Maryland
$346K -$3.07K -8 -0.9%
SAM
1479
Strategy Asset Managers
California
$346K – – –
BHB
1480
Bank Hapoalim BM
Israel
$342K +$30.7K +80 +10%
BFA
1481
Bragg Financial Advisors
North Carolina
$341K -$27.6K -72 -8%
AP
1482
Appleton Partners
Massachusetts
$339K -$29.6K -77 -8%
CIAS
1483
Capital Investment Advisory Services
North Carolina
$338K -$186K -485 -36%
CPW
1484
Catalyst Private Wealth
California
$337K +$82.5K +215 +33%
KWMG
1485
King Wealth Management Group
Florida
$336K – – –
BWA
1486
Burt Wealth Advisors
Maryland
$336K +$3.07K +8 +0.9%
LI
1487
Lafayette Investments
Maryland
$335K -$12.7K -33 -4%
BOPW
1488
Brandywine Oak Private Wealth
Pennsylvania
$335K +$10.7K +28 +3%
P
1489
&Partners
Tennessee
$335K +$327K +852 New
NCM
1490
Northwest Capital Management
Oregon
$334K -$106K -276 -25%
EIA
1491
Eldridge Investment Advisors
New Hampshire
$334K -$15.4K -40 -5%
PHAM
1492
Palisades Hudson Asset Management
Florida
$333K +$8.06K +21 +3%
BA
1493
Bridge Advisory
California
$333K +$325K +846 New
AWP
1494
Abacus Wealth Partners
California
$332K +$13.4K +35 +4%
TW
1495
TrinityPoint Wealth
Connecticut
$331K -$30.7K -80 -9%
PTC
1496
Philadelphia Trust Company
Pennsylvania
$331K – – –
FI
1497
Financial Insights
Washington
$331K – – –
SSB
1498
Sandy Spring Bank
Maryland
$330K -$45.7K -119 -12%
EF
1499
Empirical Finance
Pennsylvania
$329K -$827K -2,155 -72%
CCM
1500
Carlson Capital Management
Minnesota
$329K – – –
58 59
60
61 62