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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1626
Smith Salley Wealth Management
North Carolina
$538K – – –
DHFB
1627
Dixon Hubard Feinour & Brown
Virginia
$537K +$519K +1,230 New
CT
1628
Caldwell Trust
Florida
$536K – – –
WA
1629
Wealth Architects
California
$535K +$422 +1 +0.1%
SFG
1630
Steward Financial Group
Texas
$532K +$515K +1,219 New
S
1631
swisspartners
Liechtenstein
$531K -$63.3K -150 -11%
TFO
1632
Tarbox Family Office
California
$531K – – –
MAM
1633
McLean Asset Management
Virginia
$530K +$90.3K +214 +21%
NAM
1634
NorthCrest Asset Manangement
Minnesota
$530K +$513K +1,215 New
VDI
1635
Vaughan David Investments
Illinois
$527K – – –
WCF
1636
West Coast Financial
California
$527K +$4.22K +10 +0.8%
MF
1637
Montis Financial
Massachusetts
$526K – – –
CC
1638
Commons Capital
Massachusetts
$525K +$508K +1,203 New
BHIC
1639
Bassett Hargrove Investment Counsel
Delaware
$524K -$17.3K -41 -3%
MCCP
1640
Mission Creek Capital Partners
California
$524K – – –
IC
1641
Inscription Capital
Texas
$524K +$169K +400 +50%
HWIS
1642
Hancock Whitney Investment Services
Louisiana
$519K +$502K +1,189 New
KIG
1643
Kowal Investment Group
Wisconsin
$517K – – –
BWA
1644
Beam Wealth Advisors
Louisiana
$513K -$97.1K -230 -16%
RS
1645
Retirement Solution
Washington
$513K +$48.1K +114 +11%
LCM
1646
Leisure Capital Management
California
$511K +$494K +1,171 New
BRG
1647
Bay Rivers Group
Virginia
$508K -$24.9K -59 -5%
SAM
1648
Seelaus Asset Management
New Jersey
$508K +$2.53K +6 +0.5%
ASW
1649
Astoria Strategic Wealth
Texas
$507K – – –
SIA
1650
Schechter Investment Advisors
Michigan
$505K +$488K +1,156 New
64 65
66
67 68