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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
2376
Pavion Blue Capital
California
$746K – – –
KG
2377
Kieckhefer Group
Wisconsin
$746K +$134K +247 +21%
TCPG
2378
Trivant Custom Portfolio Group
California
$744K – – –
CCM
2379
Chiron Capital Management
Florida
$743K -$40.5K -75 -5%
WFL
2380
Wealth Forward LLC
North Dakota
$738K – – –
GK
2381
Graney & King
New York
$735K -$182K -337 -19%
ASW
2382
Astoria Strategic Wealth
Texas
$735K – – –
ACM
2383
Alpha Capital Management
Texas
$735K -$8.11K -15 -1%
RCP
2384
Rothschild Capital Partners
New York
$734K +$137K +253 +22%
WG
2385
Watchman Group
Texas
$732K -$68.7K -127 -8%
LAM
2386
Lakewood Asset Management
Illinois
$730K -$50.3K -93 -6%
GWP
2387
Gateway Wealth Partners
Wisconsin
$730K -$367K -678 -32%
ICP
2388
Interchange Capital Partners
Pennsylvania
$729K +$1.08K +2 +0.1%
NCM
2389
Northwest Capital Management
Oregon
$728K +$1.08K +2 +0.1%
HIW
2390
Holos Integrated Wealth
Pennsylvania
$728K – – –
AWC
2391
Abundance Wealth Counselors
Pennsylvania
$726K +$40K +74 +5%
DFA
2392
DHJJ Financial Advisors
Illinois
$726K -$411K -761 -35%
SCA
2393
Stokes Capital Advisors
South Carolina
$725K -$427K -790 -36%
PDM
2394
Penn Davis McFarland
Texas
$725K -$81.1K -150 -10%
BAM
2395
Berkshire Asset Management
Pennsylvania
$722K +$541 +1 +0.1%
CWA
2396
Consilium Wealth Advisory
Texas
$721K – – –
AA
2397
Ashford Advisors
New York
$721K – – –
PWIA
2398
Porter White Investment Advisors
Alabama
$720K -$7.03K -13 -0.9%
GWSG
2399
GPS Wealth Strategies Group
Colorado
$720K +$33K +61 +5%
EFM
2400
E Fund Management
China
$718K +$266K +492 +54%
94 95
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97 98