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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1726
Beacon Harbor Wealth Advisors
Virginia
$363K -$17.6M -46,783 -98%
KCM
1727
Kathmere Capital Management
Pennsylvania
$363K -$30.9K -82 -7%
SGK
1728
Steigerwald Gordon & Koch
Virginia
$363K -$8.66K -23 -2%
CWM
1729
Cahill Wealth Management
Michigan
$363K – – –
WSFS
1730
Wilmington Savings Fund Society
Delaware
$360K +$149K +395 +62%
TFP
1731
Tilia Fiduciary Partners
North Carolina
$358K -$19.6K -52 -5%
DBT
1732
Dubuque Bank & Trust
Iowa
$357K -$67.8K -180 -15%
BAM
1733
Berkshire Asset Management
Pennsylvania
$357K -$3.01K -8 -0.8%
BOPW
1734
Brandywine Oak Private Wealth
Pennsylvania
$356K – – –
BF
1735
Brooklyn FI
New York
$356K +$387K +1,026 New
BRG
1736
Bay Rivers Group
Virginia
$355K -$41.1K -109 -10%
GWSG
1737
GPS Wealth Strategies Group
Colorado
$354K -$41.1K -109 -10%
KM
1738
Kalos Management
Georgia
$354K -$29.8K -79 -8%
SN
1739
Sittner & Nelson
Oregon
$354K – – –
AA
1740
Alesco Advisors
New York
$354K +$91.2K +242 +31%
FAG
1741
Fortitude Advisory Group
Washington
$353K – – –
CWM
1742
Chesapeake Wealth Management
Virginia
$352K – – –
SF
1743
SBK Financial
Virginia
$351K – – –
IWS
1744
Insight Wealth Strategies
California
$349K – – –
UIA
1745
Ulland Investment Advisors
Minnesota
$348K +$7.53K +20 +2%
FTC
1746
Farmers Trust Company
Ohio
$347K – – –
HFM
1747
Hartford Financial Management
Connecticut
$347K – – –
SFWC
1748
Strategic Family Wealth Counselors
New Jersey
$347K – – –
WKWM
1749
Walter & Keenan Wealth Management
Indiana
$347K – – –
TI
1750
tru Independence
Oregon
$347K +$2.26K +6 +0.6%
68 69
70
71 72