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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1576
Shaker Investments
Ohio
$540K -$44.1K -117 -7%
LSA
1577
Lansing Street Advisors
Pennsylvania
$540K +$296K +785 +102%
OBWG
1578
Onyx Bridge Wealth Group
New York
$538K -$585K -1,554 -51%
MWM
1579
MorganRosel Wealth Management
Colorado
$538K +$32K +85 +6%
CIA
1580
Covington Investment Advisors
Pennsylvania
$536K -$56.5K -150 -9%
CCMG
1581
Clark Capital Management Group
Pennsylvania
$535K +$49K +130 +9%
WOSD
1582
WFA of San Diego
California
$533K +$6.78K +18 +1%
FWSM
1583
First Wilshire Securities Management
California
$532K – – –
APIM
1584
Agate Pass Investment Management
Washington
$530K +$141K +375 +32%
RS
1585
Retirement Solution
Washington
$530K +$321K +853 +126%
BHBT
1586
Burke & Herbert Bank & Trust
Virginia
$527K – – –
AWC
1587
Abundance Wealth Counselors
Pennsylvania
$524K – – –
SFG
1588
Synergy Financial Group
California
$523K +$6.03K +16 +1%
KIG
1589
Kowal Investment Group
Wisconsin
$523K +$186K +494 +49%
JWBC
1590
J.W. Burns & Co
New York
$521K -$17K -45 -3%
DIA
1591
Davidson Investment Advisors
Montana
$520K +$565K +1,500 New
HCM
1592
Hall Capital Management
Rhode Island
$519K -$3.39K -9 -0.6%
PNAA
1593
Pictet North America Advisors
Switzerland
$519K – – –
TCWM
1594
Total Clarity Wealth Management
Illinois
$516K +$32K +85 +6%
AWA
1595
Archvest Wealth Advisors
California
$514K – – –
AAS
1596
Annex Advisory Services
Wisconsin
$513K -$4.52K -12 -0.8%
CIAS
1597
Capital Investment Advisory Services
North Carolina
$511K +$125K +332 +29%
PIM
1598
Parker Investment Management
California
$511K +$263K +699 +90%
HWMA
1599
Heritage Wealth Management (Arizona)
Arizona
$510K -$360K -955 -39%
TWM
1600
Titus Wealth Management
California
$510K – – –
62 63
64
65 66