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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2401
Osterweis Capital Management
California
$1.59M – – –
RMC
2402
Resources Management Corp
Connecticut
$1.59M – – –
BCPWM
2403
Bradley & Co Private Wealth Management
Florida
$1.59M – – –
CWMGO
2404
Capstone Wealth Management Group (Oregon)
Oregon
$1.58M -$111K -166 -7%
W
2405
Wealthquest
Ohio
$1.58M -$45.3K -68 -3%
HWMC
2406
Heritage Wealth Management (California)
California
$1.58M +$1.33K +2 +0.1%
MCM
2407
Mainstay Capital Management
Michigan
$1.58M +$21.3K +32 +1%
FG
2408
Fairman Group
Pennsylvania
$1.57M +$667 +1 +0%
CFG
2409
Chapman Financial Group
Hawaii
$1.57M +$47.3K +71 +3%
USWIA
2410
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.57M +$3.33K +5 +0.2%
AWP
2411
Accretive Wealth Partners
New Jersey
$1.56M +$96.7K +145 +7%
OFP
2412
OLIO Financial Planning
Virginia
$1.56M -$153K -229 -9%
AIA
2413
Accelerate Investment Advisors
California
$1.56M +$53.3K +80 +4%
CCFCSB
2414
Cape Cod Five Cents Savings Bank
Massachusetts
$1.56M +$1.52M +2,273 New
FPGK
2415
Financial Partners Group (Kansas)
Kansas
$1.56M +$297K +446 +24%
MCM
2416
Maple Capital Management
Vermont
$1.56M +$29.3K +44 +2%
LIA
2417
Lynx Investment Advisory
District of Columbia
$1.55M +$421K +631 +39%
SIA
2418
Serenity Investment Advisors
Illinois
$1.55M +$541K +811 +58%
MC
2419
Matters Capital
Florida
$1.55M +$200K +300 +15%
CA
2420
Cresta Advisors
Texas
$1.55M -$171K -257 -10%
MPW
2421
Magnolia Private Wealth
Pennsylvania
$1.54M -$4.67K -7 -0.3%
RA
2422
Rockingstone Advisors
Massachusetts
$1.54M – – –
MIG
2423
McGuire Investment Group
Rhode Island
$1.54M – – –
JWM
2424
Jupiter Wealth Management
Colorado
$1.54M – – –
FMTC
2425
Farmers & Merchants Trust Company
California
$1.54M -$15.3K -23 -1%
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