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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1726
Hall Capital Management
Rhode Island
$526K – – –
NG
1727
NatWest Group
United Kingdom
$524K -$143K -404 -21%
NEGWA
1728
New England Guild Wealth Advisors
Connecticut
$523K +$295K +835 +127%
KCFA
1729
Key Client Fiduciary Advisors
New Jersey
$522K +$71.7K +203 +16%
RPWA
1730
Regent Peak Wealth Advisors
Georgia
$522K – – –
OIM
1731
Opus Investment Management
Massachusetts
$516K – – –
ACM
1732
Advisors Capital Management
New Jersey
$515K -$202K -571 -28%
VHAM
1733
Van Hulzen Asset Management
California
$514K -$26.8K -76 -5%
CAM
1734
Concorde Asset Management
Michigan
$514K -$61.5K -174 -11%
LB
1735
Legacy Bridge
Iowa
$514K – – –
WTFG
1736
Wells Trecaso Financial Group
Ohio
$513K +$28.3K +80 +6%
MWP
1737
Madison Wealth Partners
Wisconsin
$512K -$56.9K -161 -10%
CAM
1738
Congress Asset Management
Massachusetts
$511K – – –
HCM
1739
Hengehold Capital Management
Ohio
$509K -$133K -377 -21%
GP
1740
Girard Partners
Pennsylvania
$506K – – –
BFP
1741
Beacon Financial Planning
Massachusetts
$506K +$509K +1,440 New
AAS
1742
Annex Advisory Services
Wisconsin
$505K -$8.83K -25 -2%
P
1743
&Partners
Tennessee
$505K – – –
RWM
1744
Refined Wealth Management
Utah
$504K +$61.8K +175 +14%
BHBT
1745
Burke & Herbert Bank & Trust
Virginia
$499K – – –
MIC
1746
Meridian Investment Counsel
California
$495K – – –
BFA
1747
BMS Financial Advisors
South Dakota
$492K +$21.5K +61 +6%
AFP
1748
Alpha Financial Partners
Kentucky
$492K +$495K +1,401 New
FFH
1749
Fairfax Financial Holdings
Ontario, Canada
$492K – – –
LAM
1750
Lakewood Asset Management
Illinois
$490K +$493K +1,396 New
68 69
70
71 72