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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1851
Coastwise Capital Group
California
$1.01M -$48.1K -100 -5%
MSF
1852
Mustard Seed Financial
Arkansas
$1.01M +$58.7K +122 +6%
AAS
1853
Asset Allocation Strategies
Michigan
$1.01M +$78.9K +164 +9%
WHG
1854
Westwood Holdings Group
Texas
$1M +$407K +846 +73%
WKWM
1855
Walter & Keenan Wealth Management
Indiana
$998K -$38.5K -80 -4%
SWM
1856
Scissortail Wealth Management
Oklahoma
$995K -$34.6K -72 -3%
CAL
1857
Capital Analysts LLC
Pennsylvania
$993K +$660K +1,371 +223%
VWA
1858
VERITY Wealth Advisors
United States
$993K – – –
FAM
1859
Formidable Asset Management
Ohio
$990K +$141K +294 +17%
PSA
1860
Plum Street Advisors
Louisiana
$983K -$962 -2 -0.1%
OFG
1861
Orcam Financial Group
California
$981K +$47.2K +98 +5%
KWMG
1862
King Wealth Management Group
Florida
$980K – – –
IFWM
1863
Institute for Wealth Management
Colorado
$977K +$128K +267 +16%
AWM
1864
Able Wealth Management
New Jersey
$972K -$35.6K -74 -4%
BWM
1865
Baron Wealth Management
Michigan
$971K -$374K -777 -29%
FM
1866
Family Management
New York
$971K – – –
EFM
1867
E Fund Management
China
$970K -$751K -1,561 -45%
EFMH
1868
E Fund Management (HK)
Hong Kong
$970K -$751K -1,561 -45%
WAL
1869
W Advisors LLC
Tennessee
$969K -$179K -371 -16%
GLLW
1870
Graves Light Lenhart Wealth
Virginia
$966K -$962 -2 -0.1%
AC
1871
Avenir Corporation
Virginia
$965K – – –
SP
1872
Saranac Partners
$965K -$14.9K -31 -2%
GC
1873
Gibson Capital
Pennsylvania
$963K +$15.9K +33 +2%
DFA
1874
DHJJ Financial Advisors
Illinois
$962K +$55.3K +115 +6%
CA
1875
CGN Advisors
Kansas
$961K -$118K -246 -11%
73 74
75
76 77