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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1801
Schnieders Capital Management
California
$552K +$3.09K +8 +0.6%
CPA
1802
Capital Planning Advisors
California
$551K +$522K +1,354 New
PFG
1803
Pacific Financial Group
Washington
$551K -$5.01K -13 -1%
WKWM
1804
Walter & Keenan Wealth Management
Indiana
$551K +$69.4K +180 +15%
RI
1805
Rinkey Investments
California
$550K +$6.94K +18 +1%
CWM
1806
CCG Wealth Management
California
$548K – – –
OWM
1807
Opes Wealth Management
California
$547K +$158K +410 +44%
OCM
1808
Osterweis Capital Management
California
$547K – – –
BFIC
1809
Bedell Frazier Investment Counselling
California
$545K -$79.9K -207 -13%
GAM
1810
Gould Asset Management
California
$544K – – –
RW
1811
REDW Wealth
New Mexico
$543K -$10.8K -28 -2%
FCM
1812
Firestone Capital Management
Florida
$541K +$11.2K +29 +2%
HBT
1813
Hills Bank & Trust
Iowa
$538K -$13.5K -35 -3%
FCFC
1814
First Citizens Financial Corp
Iowa
$537K +$509K +1,319 New
AAP
1815
Arax Advisory Partners
Colorado
$536K -$49K -127 -9%
WJA
1816
Willis Johnson & Associates
Texas
$535K +$507K +1,314 New
LA
1817
LexAurum Advisors
Kansas
$534K -$20.8K -54 -4%
BP
1818
Broadleaf Partners
Ohio
$532K +$91.4K +237 +22%
CIAS
1819
CBIZ Investment Advisory Services
Ohio
$532K – – –
SFM
1820
Signet Financial Management
New Jersey
$532K – – –
BWA
1821
Beam Wealth Advisors
Louisiana
$531K +$37.4K +97 +8%
CFAM
1822
Center For Asset Management
Florida
$529K +$103K +267 +26%
BOPW
1823
Brandywine Oak Private Wealth
Pennsylvania
$528K +$18.5K +48 +4%
PPW
1824
Presilium Private Wealth
Pennsylvania
$527K +$41.3K +107 +9%
GP
1825
Girard Partners
Pennsylvania
$525K -$9.26K -24 -2%
71 72
73
74 75