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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2276
Westside Investment Management
California
$456K – – –
HIC
2277
Holderness Investments Company
North Carolina
$456K +$3.37K +7 +0.8%
MPIA
2278
Mountain Pacific Investment Advisers
Idaho
$453K -$127K -263 -23%
HWMC
2279
Heritage Wealth Management (California)
California
$453K – – –
WHCFA
2280
William Howard & Co Financial Advisors
Tennessee
$450K +$7.22K +15 +2%
PJSIMP
2281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K -$30.8K -64 -7%
RFWA
2282
RPg Family Wealth Advisory
Massachusetts
$449K -$127K -264 -23%
AW
2283
Alaethes Wealth
Nevada
$449K – – –
NWM
2284
NRI Wealth Management
California
$449K -$21.2K -44 -5%
RFA
2285
ROI Financial Advisors
Oregon
$447K -$2.41K -5 -0.6%
PFP
2286
Paragon Financial Partners
California
$446K – – –
AWA
2287
Alta Wealth Advisors
Massachusetts
$446K – – –
AP
2288
Appleton Partners
Massachusetts
$445K – – –
JPLA
2289
Joseph P. Lucia & Associates
New York
$443K +$23.1K +48 +6%
SFS
2290
Stiles Financial Services
Minnesota
$442K -$56.3K -117 -12%
AC
2291
Addison Capital
Pennsylvania
$442K +$61.1K +127 +17%
SWMG
2292
Signature Wealth Management Group
Georgia
$441K -$962 -2 -0.2%
MWPCG
2293
Measured Wealth Private Client Group
New Hampshire
$441K – – –
ODG
2294
O'Dell Group
Ohio
$440K – – –
SWIG
2295
Strategic Wealth Investment Group
Kentucky
$440K +$422K +878 New
PG
2296
Patten Group
Tennessee
$440K – – –
PGAM
2297
Princeton Global Asset Management
New Jersey
$440K +$217K +451 +105%
BP
2298
Broadleaf Partners
Ohio
$439K +$1.44K +3 +0.3%
FAM
2299
Family Asset Management
South Carolina
$438K +$20.7K +43 +5%
BHBT
2300
Burke & Herbert Bank & Trust
Virginia
$438K – – –
90 91
92
93 94