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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2226
Strata Wealth Advisors
Texas
$503K +$45.7K +95 +10%
DTC
2227
Davidson Trust Company
Washington
$502K -$52.9K -110 -10%
MCM
2228
MidAtlantic Capital Management
Virginia
$501K +$17.3K +36 +4%
PP
2229
Pacifica Partners
Canada
$501K – – –
FTC
2230
Farmers Trust Company
Ohio
$500K – – –
PPG
2231
Peak Planning Group
Colorado
$500K +$481K +999 New
TWA
2232
Trellis Wealth Advisors
California
$497K +$478K +993 New
CIG
2233
Cullen Investment Group
Louisiana
$496K -$5.29K -11 -1%
UIA
2234
Ulland Investment Advisors
Minnesota
$495K +$7.22K +15 +2%
MIAS
2235
Mason Investment Advisory Services
Virginia
$494K – – –
FGA
2236
Fortis Group Advisors
New Jersey
$493K +$368K +765 +346%
GP
2237
Girard Partners
Pennsylvania
$493K -$92.4K -192 -16%
SFS
2238
Sharp Financial Services
Pennsylvania
$493K +$152K +316 +47%
SA
2239
Sicart Associates
New York
$493K – – –
TS
2240
Tamar Securities
California
$493K +$18.8K +39 +4%
OHWA
2241
Oak Hill Wealth Advisors
Virginia
$492K +$473K +983 New
GIM
2242
Goelzer Investment Management
Indiana
$492K – – –
RFG
2243
RFP Financial Group
Georgia
$491K -$187K -389 -28%
MG
2244
Marex Group
$491K – – –
FC
2245
Forte Capital
New York
$490K -$67.4K -140 -13%
LNB
2246
Ledyard National Bank
$489K -$1.44K -3 -0.3%
WCWM
2247
Willow Creek Wealth Management
California
$489K -$962 -2 -0.2%
BOPW
2248
Brandywine Oak Private Wealth
Pennsylvania
$488K – – –
MSR
2249
Main Street Research
Connecticut
$488K +$13.5K +28 +3%
NL
2250
Navalign LLC
California
$488K – – –
88 89
90
91 92