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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1651
Private Ocean
California
$517K -$370K -903 -42%
IMOV
1652
Investment Management of Virginia
Virginia
$517K – – –
IAG
1653
Investment Advisory Group
Massachusetts
$517K +$77.4K +189 +18%
GAM
1654
Gould Asset Management
California
$516K -$85.6K -209 -14%
MCWS
1655
McKinley Carter Wealth Services
West Virginia
$515K -$804K -1,964 -61%
GCM
1656
Gables Capital Management
Florida
$515K -$205K -500 -29%
LAM
1657
LifePro Asset Management
California
$513K -$4.5K -11 -0.9%
MCCP
1658
Mission Creek Capital Partners
California
$511K +$12.3K +30 +3%
SKK
1659
Shepherd Kaplan Krochuk
Massachusetts
$510K -$894K -2,183 -64%
WSCM
1660
Wellington Shields Capital Management
New York
$509K +$163K +397 +48%
IGGA
1661
Iron Gate Global Advisors
Utah
$507K -$119K -290 -19%
SFG
1662
Steward Financial Group
Texas
$506K – – –
AIFAIM
1663
American Institute for Advanced Investment Management
Arizona
$506K +$499K +1,219 New
TFO
1664
Tarbox Family Office
California
$505K – – –
NAM
1665
NorthCrest Asset Manangement
Minnesota
$504K – – –
DBT
1666
Dubuque Bank & Trust
Iowa
$502K -$262K -640 -35%
VDI
1667
Vaughan David Investments
Illinois
$502K – – –
KCFA
1668
Key Client Fiduciary Advisors
New Jersey
$502K +$28.7K +70 +6%
WCM
1669
Wealthcare Capital Management
Virginia
$501K -$32.8K -80 -6%
WWG
1670
West Wealth Group
California
$501K +$61K +149 +14%
CC
1671
Capital Counsel
New York
$498K -$34K -83 -6%
IC
1672
Inscription Capital
Texas
$498K – – –
MF
1673
Montis Financial
Massachusetts
$496K -$4.09K -10 -0.8%
TCOT
1674
Trust Company of Toledo
Ohio
$496K +$488K +1,193 New
CFS
1675
CRA Financial Services
New Jersey
$493K +$138K +338 +40%
65 66
67
68 69