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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1576
Covington Investment Advisors
Pennsylvania
$536K -$56.5K -150 -9%
CCMG
1577
Clark Capital Management Group
Pennsylvania
$535K +$49K +130 +9%
WOSD
1578
WFA of San Diego
California
$533K +$6.78K +18 +1%
FWSM
1579
First Wilshire Securities Management
California
$532K – – –
APIM
1580
Agate Pass Investment Management
Washington
$530K +$141K +375 +32%
RS
1581
Retirement Solution
Washington
$530K +$321K +853 +126%
BHBT
1582
Burke & Herbert Bank & Trust
Virginia
$527K – – –
AWC
1583
Abundance Wealth Counselors
Pennsylvania
$524K – – –
SFG
1584
Synergy Financial Group
California
$523K +$6.03K +16 +1%
KIG
1585
Kowal Investment Group
Wisconsin
$523K +$186K +494 +49%
JWBC
1586
J.W. Burns & Co
New York
$521K -$17K -45 -3%
DIA
1587
Davidson Investment Advisors
Montana
$520K +$565K +1,500 New
HCM
1588
Hall Capital Management
Rhode Island
$519K -$3.39K -9 -0.6%
PNAA
1589
Pictet North America Advisors
Switzerland
$519K – – –
TCWM
1590
Total Clarity Wealth Management
Illinois
$516K +$32K +85 +6%
AWA
1591
Archvest Wealth Advisors
California
$514K – – –
AAS
1592
Annex Advisory Services
Wisconsin
$513K -$4.52K -12 -0.8%
CIAS
1593
Capital Investment Advisory Services
North Carolina
$511K +$125K +332 +29%
PIM
1594
Parker Investment Management
California
$511K +$263K +699 +90%
HWMA
1595
Heritage Wealth Management (Arizona)
Arizona
$510K -$360K -955 -39%
TWM
1596
Titus Wealth Management
California
$510K – – –
LB
1597
Legacy Bridge
Iowa
$507K – – –
1SB
1598
1ST Source Bank
Indiana
$506K -$18.8K -50 -3%
CAM
1599
Cidel Asset Management
Ontario, Canada
$506K – – –
PA
1600
Procyon Advisors
Connecticut
$505K -$14.3K -38 -3%
62 63
64
65 66