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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1651
Mission Creek Capital Partners
California
$439K +$20.8K +57 +4%
FOA
1652
Five Oceans Advisors
California
$439K +$21.2K +58 +5%
IF
1653
Integrity Financial
Wyoming
$437K +$90.9K +249 +23%
MF
1654
Montis Financial
Massachusetts
$436K -$4.38K -12 -0.9%
CWA
1655
Clarity Wealth Advisors
California
$435K +$1.83K +5 +0.4%
OFG
1656
Orcam Financial Group
California
$434K +$43.1K +118 +10%
DA
1657
Drake & Associates
Wisconsin
$433K +$16.1K +44 +3%
SCM
1658
SOL Capital Management
Maryland
$433K +$146K +399 +43%
FB
1659
Fulton Bank
Pennsylvania
$432K -$203K -555 -30%
WWG
1660
West Wealth Group
California
$432K +$1.83K +5 +0.4%
MCWS
1661
McKinley Carter Wealth Services
West Virginia
$430K +$89.1K +244 +23%
VDI
1662
Vaughan David Investments
Illinois
$429K +$35.8K +98 +8%
LA
1663
Lakeside Advisors
Washington
$427K – – –
SFM
1664
Signet Financial Management
New Jersey
$426K – – –
SW
1665
SlateStone Wealth
Florida
$426K +$1.83K +5 +0.4%
BWA
1666
Beam Wealth Advisors
Louisiana
$425K +$4.38K +12 +0.9%
AA
1667
Axiom Advisory
California
$424K – – –
FC
1668
Forte Capital
New York
$423K -$196K -536 -29%
TFO
1669
Tarbox Family Office
California
$422K – – –
CP
1670
Castleview Partners
Texas
$422K +$450K +1,231 +2,280%
KCFA
1671
Key Client Fiduciary Advisors
New Jersey
$421K +$11.7K +32 +3%
GWA
1672
Geometric Wealth Advisors
District of Columbia
$420K -$39.8K -109 -8%
RCM
1673
RB Capital Management
Nevada
$420K +$111K +303 +35%
FWA
1674
FSM Wealth Advisors
Ohio
$419K +$466K +1,276 New
AIFAIM
1675
American Institute for Advanced Investment Management
Arizona
$418K – – –
65 66
67
68 69