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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
2301
Hudson Value Partners
Florida
$828K -$54.2K -100 -6%
BIG
2302
Brooklyn Investment Group
New York
$828K +$832K +1,537 New
FWSM
2303
First Wilshire Securities Management
California
$826K – – –
FA
2304
FC Advisory
Pennsylvania
$826K +$5.42K +10 +0.7%
CNBOF
2305
City National Bank of Florida
Florida
$824K +$829K +1,530 New
MWM
2306
MOKAN Wealth Management
Kansas
$823K +$827K +1,527 New
LHWM
2307
Lake Hills Wealth Management
Texas
$823K – – –
CBT
2308
Crews Bank & Trust
Florida
$822K +$826K +1,525 New
CCM
2309
Chiron Capital Management
Florida
$820K +$10.8K +20 +1%
GKIM
2310
GW&K Investment Management
Massachusetts
$820K +$824K +1,522 New
LAM
2311
Lakewood Asset Management
Illinois
$816K – – –
RW
2312
RVW Wealth
California
$814K +$395K +730 +93%
SGK
2313
Steigerwald Gordon & Koch
Virginia
$814K +$2.17K +4 +0.3%
SWM
2314
Silverlake Wealth Management
Vermont
$813K +$451K +833 +123%
FTC
2315
Farmers Trust Company
Ohio
$813K +$276K +509 +51%
MSG
2316
Main Street Group
Virginia
$811K +$203K +374 +33%
SPAS
2317
Spectrum Planning & Advisory Services
California
$811K -$141K -260 -15%
PFA
2318
Pathway Financial Advisors
Vermont
$809K -$14.6K -27 -2%
PAS
2319
PKS Advisory Services
New York
$808K +$812K +1,499 New
IWS
2320
Integrity Wealth Solutions
Colorado
$806K +$14.6K +27 +2%
AWA
2321
Arbor Wealth Advisors
Michigan
$806K – – –
HCM
2322
Hall Capital Management
Rhode Island
$806K +$810K +1,496 New
CIA
2323
Covington Investment Advisors
Pennsylvania
$806K -$8.13K -15 -1%
MCA
2324
Maryland Capital Advisors
Maryland
$803K +$794K +1,465 +5,860%
NWMG
2325
National Wealth Management Group
Ohio
$802K +$278K +514 +53%
91 92
93
94 95