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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1551
Financial Consulate
Maryland
$776K +$181K +511 +30%
WAM
1552
Weinberger Asset Management
California
$775K +$5.65K +16 +0.7%
BWP
1553
Bernardo Wealth Planning
Pennsylvania
$774K +$9.89K +28 +1%
MWM
1554
Marion Wealth Management
Pennsylvania
$772K +$30.4K +86 +4%
OWM
1555
OneAscent Wealth Management
Alabama
$771K +$97.1K +275 +14%
OCM
1556
Osterweis Capital Management
California
$770K – – –
CWG
1557
Crown Wealth Group
North Carolina
$770K -$13.1K -37 -2%
PGIM
1558
Pacific Global Investment Management
California
$768K +$353 +1 +0%
BIA
1559
Bigelow Investment Advisors
Maine
$766K – – –
SWM
1560
Segment Wealth Management
Texas
$765K -$49.8K -141 -6%
FPCG
1561
Forum Private Client Group
Indiana
$761K – – –
LWMG
1562
Levy Wealth Management Group
Pennsylvania
$759K -$1.77K -5 -0.2%
LC
1563
Lavaca Capital
Texas
$759K – – –
GSIAS
1564
Garden State Investment Advisory Services
New Jersey
$758K +$762K +2,156 New
TCOT
1565
Trust Company of Toledo
Ohio
$756K +$14.5K +41 +2%
FMTC
1566
Farmers & Merchants Trust Company
California
$755K – – –
6F
1567
626 Financial
Michigan
$755K +$759K +2,148 New
CBFP
1568
Cedar Brook Financial Partners
Ohio
$752K +$48.4K +137 +7%
IAS
1569
IMA Advisory Services
Colorado
$752K +$756K +2,140 New
FWM
1570
Focused Wealth Management
New York
$750K +$353 +1 +0%
CC
1571
Cannell & Co
New York
$748K -$57.2K -162 -7%
SIA
1572
SkyView Investment Advisors
New Jersey
$745K – – –
FCAG
1573
First Capital Advisors Group
New Jersey
$745K – – –
IFWM
1574
Institute for Wealth Management
Colorado
$744K -$2.12K -6 -0.3%
BOTW
1575
Bank of the West
California
$742K – – –
61 62
63
64 65