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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1576
First American Trust
California
$938K +$414K +1,012 +74%
BWP
1577
Balboa Wealth Partners
Arizona
$937K +$248K +607 +34%
TCOT
1578
Trust Company of Toledo
Ohio
$937K -$63K -154 -6%
SWA
1579
Sightline Wealth Advisors
Connecticut
$935K -$29K -71 -3%
CBFP
1580
Cedar Brook Financial Partners
Ohio
$932K +$24.1K +59 +3%
CG
1581
Corundum Group
Colorado
$926K -$363K -887 -27%
CWM
1582
Cherrydale Wealth Management
New Jersey
$921K +$3.68K +9 +0.4%
MIG
1583
McGuire Investment Group
Rhode Island
$920K – – –
TAM
1584
Taurus Asset Management
New York
$917K -$286K -700 -23%
NCM
1585
Northwest Capital Management
Oregon
$910K +$818 +2 +0.1%
FPCG
1586
Fort Pitt Capital Group
Pennsylvania
$909K -$9.4K -23 -1%
GWA
1587
Geometric Wealth Advisors
District of Columbia
$908K -$78.5K -192 -8%
EFM
1588
E Fund Management
China
$901K +$691K +1,689 +279%
EFMH
1589
E Fund Management (HK)
Hong Kong
$901K +$691K +1,689 +279%
FCB
1590
First County Bank
Connecticut
$901K – – –
AW
1591
Alaethes Wealth
Nevada
$900K -$30.3K -74 -3%
NWMG
1592
National Wealth Management Group
Ohio
$900K – – –
KA
1593
Kooman & Associates
Pennsylvania
$900K +$15.5K +38 +2%
HW
1594
Hancock Whitney
Mississippi
$896K +$15.9K +39 +2%
CWA
1595
Clarity Wealth Advisors
California
$895K +$1.64K +4 +0.2%
MSAM
1596
Moloney Securities Asset Management
Missouri
$894K -$29K -71 -3%
CWS
1597
Confluence Wealth Services
Pennsylvania
$893K +$55.2K +135 +6%
WAL
1598
W Advisors LLC
Tennessee
$892K +$139K +340 +18%
SAS
1599
SMI Advisory Services
Indiana
$892K +$901K +2,203 New
CCM
1600
Cutler Capital Management
Massachusetts
$891K +$278K +680 +43%
62 63
64
65 66