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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1776
Inscription Capital
Texas
$476K +$3.67K +10 +0.8%
LIA
1777
LS Investment Advisors
Michigan
$474K – – –
PBC
1778
Pavion Blue Capital
California
$473K +$35.9K +98 +8%
SSWM
1779
Strait & Sound Wealth Management
California
$471K -$1.1K -3 -0.2%
AWA
1780
Alta Wealth Advisors
Massachusetts
$470K -$12.8K -35 -3%
SWP
1781
Strategic Wealth Partners
Ohio
$469K -$125K -340 -21%
BOPW
1782
Brandywine Oak Private Wealth
Pennsylvania
$469K +$367 +1 +0.1%
BWM
1783
Baron Wealth Management
Michigan
$468K -$731K -1,994 -62%
HIG
1784
Heritage Investment Group
Florida
$467K – – –
PCFFS
1785
Pacific Center for Financial Services
California
$466K +$454K +1,239 New
WOSD
1786
WFA of San Diego
California
$464K -$10.6K -29 -2%
BTIM
1787
BancFirst Trust & Investment Management
Oklahoma
$464K – – –
MF
1788
Montis Financial
Massachusetts
$464K -$45.5K -124 -9%
DBT
1789
Dubuque Bank & Trust
Iowa
$463K -$20.2K -55 -4%
BWP
1790
Balboa Wealth Partners
Arizona
$461K +$23.1K +63 +5%
CD
1791
Chapin Davis
Maryland
$461K – – –
WTFG
1792
Wells Trecaso Financial Group
Ohio
$461K -$86.2K -235 -16%
BHBT
1793
Burke & Herbert Bank & Trust
Virginia
$459K -$73.3K -200 -14%
MAM
1794
McLean Asset Management
Virginia
$458K -$1.11M -3,024 -71%
AC
1795
Avestar Capital
New York
$458K – – –
TFO
1796
Tarbox Family Office
California
$458K – – –
KCM
1797
Kanawha Capital Management
Virginia
$457K – – –
CAL
1798
Capital Analysts LLC
Pennsylvania
$457K +$319K +871 +253%
BHIC
1799
Bassett Hargrove Investment Counsel
Delaware
$456K -$13.2K -36 -3%
BCP
1800
Berkeley Capital Partners
Georgia
$456K -$483K -1,316 -52%
70 71
72
73 74