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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1651
Smith Salley Wealth Management
North Carolina
$518K +$5.73K +14 +1%
PO
1652
Private Ocean
California
$517K -$370K -903 -42%
IMOV
1653
Investment Management of Virginia
Virginia
$517K – – –
IAG
1654
Investment Advisory Group
Massachusetts
$517K +$77.4K +189 +18%
GAM
1655
Gould Asset Management
California
$516K -$85.6K -209 -14%
MCWS
1656
McKinley Carter Wealth Services
West Virginia
$515K -$804K -1,964 -61%
GCM
1657
Gables Capital Management
Florida
$515K -$205K -500 -29%
LAM
1658
LifePro Asset Management
California
$513K -$4.5K -11 -0.9%
MCCP
1659
Mission Creek Capital Partners
California
$511K +$12.3K +30 +3%
SKK
1660
Shepherd Kaplan Krochuk
Massachusetts
$510K -$894K -2,183 -64%
WSCM
1661
Wellington Shields Capital Management
New York
$509K +$163K +397 +48%
IGGA
1662
Iron Gate Global Advisors
Utah
$507K -$119K -290 -19%
SFG
1663
Steward Financial Group
Texas
$506K – – –
AIFAIM
1664
American Institute for Advanced Investment Management
Arizona
$506K +$499K +1,219 New
TFO
1665
Tarbox Family Office
California
$505K – – –
NAM
1666
NorthCrest Asset Manangement
Minnesota
$504K – – –
DBT
1667
Dubuque Bank & Trust
Iowa
$502K -$262K -640 -35%
VDI
1668
Vaughan David Investments
Illinois
$502K – – –
KCFA
1669
Key Client Fiduciary Advisors
New Jersey
$502K +$28.7K +70 +6%
WCM
1670
Wealthcare Capital Management
Virginia
$501K -$32.8K -80 -6%
WWG
1671
West Wealth Group
California
$501K +$61K +149 +14%
CC
1672
Capital Counsel
New York
$498K -$34K -83 -6%
IC
1673
Inscription Capital
Texas
$498K – – –
MF
1674
Montis Financial
Massachusetts
$496K -$4.09K -10 -0.8%
TCOT
1675
Trust Company of Toledo
Ohio
$496K +$488K +1,193 New
65 66
67
68 69