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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1626
VERITY Wealth Advisors
United States
$475K +$516K +1,370 New
BAS
1627
Brown Advisory Securities
Maryland
$473K -$871K -2,312 -63%
LB
1628
Leo Brokerage
Texas
$473K -$115K -304 -18%
CFG
1629
Cooper Financial Group
California
$472K -$13.2K -35 -3%
NA
1630
Nottingham Advisors
New York
$472K – – –
AWA
1631
Alta Wealth Advisors
Massachusetts
$471K -$10.5K -28 -2%
PAMG
1632
Patton Albertson Miller Group
Tennessee
$467K -$35.4K -94 -7%
MF
1633
Montis Financial
Massachusetts
$465K +$55.4K +147 +12%
SCM
1634
Schnieders Capital Management
California
$465K +$150K +398 +42%
CFS
1635
CRA Financial Services
New Jersey
$464K +$56.5K +150 +13%
MA
1636
Maxele Advisors
Missouri
$462K -$32.4K -86 -6%
FM
1637
Foster & Motley
Ohio
$459K +$18.5K +49 +4%
CWA
1638
Clarity Wealth Advisors
California
$458K – – –
SC
1639
Sawyer & Company
Massachusetts
$458K +$68.2K +181 +16%
CIAS
1640
CBIZ Investment Advisory Services
Ohio
$454K -$1.05B -2,786,012 -100%
WWG
1641
West Wealth Group
California
$454K +$38.8K +103 +9%
LA
1642
Lakeside Advisors
Washington
$451K -$1.27M -3,380 -72%
WAM
1643
Weatherly Asset Management
California
$451K -$29K -77 -6%
SFM
1644
Signet Financial Management
New Jersey
$451K – – –
TAM
1645
Taurus Asset Management
New York
$451K – – –
GAM
1646
Gould Asset Management
California
$451K +$20.7K +55 +4%
HVP
1647
Hudson Value Partners
Florida
$450K -$9.79K -26 -2%
SW
1648
SlateStone Wealth
Florida
$449K -$21.9K -58 -4%
AA
1649
Axiom Advisory
California
$448K – – –
DSN
1650
D. Scott Neal
Kentucky
$447K – – –
64 65
66
67 68