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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1826
Berkeley Inc
Idaho
$2.32M -$286K -485 -11%
EGA
1827
Eagle Global Advisors
Texas
$2.31M – – –
CFP
1828
Curran Financial Partners
South Carolina
$2.31M -$79K -134 -3%
WP
1829
WealthShield Partners
North Carolina
$2.31M +$81.9K +139 +4%
PWG
1830
Private Wealth Group
Florida
$2.3M – – –
VAM
1831
Vienna Asset Management
California
$2.3M +$20.6K +35 +0.9%
CWAG
1832
Compton Wealth Advisory Group
Virginia
$2.27M +$681K +1,156 +45%
WCM
1833
Washburn Capital Management
Florida
$2.27M -$330K -560 -13%
PWM
1834
PTM Wealth Management
United States
$2.27M +$3.54K +6 +0.2%
OPTFSNA
1835
Old Point Trust & Financial Services N A
Virginia
$2.26M +$290K +492 +15%
HCM
1836
Hengehold Capital Management
Ohio
$2.26M +$10K +17 +0.5%
TWM
1837
Trueblood Wealth Management
Ohio
$2.26M +$28.9K +49 +1%
FCM
1838
Fortis Capital Management
Washington
$2.26M -$734K -1,246 -25%
VBFP
1839
Valtinson Bruner Financial Planning
Minnesota
$2.25M -$3.54K -6 -0.2%
BBNB
1840
Baker Boyer National Bank
Washington
$2.25M +$64.8K +110 +3%
WE
1841
Wealth Effects
Massachusetts
$2.25M +$110K +186 +5%
AWMS
1842
Advocacy Wealth Management Services
Georgia
$2.24M – – –
SFGP
1843
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.24M +$24.8K +42 +1%
OA
1844
Oxbow Advisors
Texas
$2.23M – – –
CFG
1845
Cornerstone Financial Group
Nebraska
$2.23M +$42.4K +72 +2%
BAAM
1846
Baker Avenue Asset Management
California
$2.23M +$260K +441 +14%
MF
1847
Manuka Financial
Virginia
$2.23M +$32.4K +55 +2%
MCA
1848
MSH Capital Advisors
Arizona
$2.23M +$136K +231 +7%
PFA
1849
Presper Financial Architects
Ohio
$2.23M – – –
MW
1850
Members Wealth
Pennsylvania
$2.22M +$2.13M +3,618 New
72 73
74
75 76