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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
576
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.55M +$1.34M +4,787 +80%
WT
577
Whittier Trust
California
$2.54M +$175K +625 +6%
SWM
578
SVA Wealth Management
Wisconsin
$2.53M -$80.7K -288 -3%
LA
579
LVW Advisors
New York
$2.52M +$1.46M +5,227 +96%
DAS
580
Dynamic Advisor Solutions
Arizona
$2.52M -$325K -1,161 -10%
AF
581
Advisornet Financial
Minnesota
$2.52M +$1.96M +7,003 +193%
TIA
582
Traphagen Investment Advisors
New Jersey
$2.5M -$8.4K -30 -0.3%
EWA
583
Evolution Wealth Advisors
Florida
$2.48M +$1.76M +6,282 +151%
LWMM
584
Legacy Wealth Management (Mississippi)
Mississippi
$2.47M – – –
CCP
585
Clarkston Capital Partners
Michigan
$2.46M -$241K -861 -8%
CWM
586
Concentric Wealth Management
California
$2.46M -$101K -360 -3%
AIC
587
Ayalon Insurance Company
Israel
$2.46M -$65.3K -233 -2%
AIIMS
588
Analyst IMS Investment Management Services
Israel
$2.46M +$167K +596 +6%
THWM
589
Taylor Hoffman Wealth Management
Virginia
$2.46M +$694K +2,476 +31%
ACI
590
Alpha Cubed Investments
California
$2.45M +$1.39M +4,961 +92%
DWM
591
Dakota Wealth Management
Florida
$2.42M -$250K -894 -8%
CWP
592
CFM Wealth Partners
Texas
$2.4M +$24.4K +87 +0.9%
LC
593
Lindbrook Capital
California
$2.39M – – –
NG
594
Northstar Group
New York
$2.37M +$790K +2,820 +39%
MA
595
Montag & Associates
Georgia
$2.36M +$767K +2,739 +38%
PA
596
PFG Advisors
Arizona
$2.35M +$1.13M +4,024 +80%
HIP
597
Harrell Investment Partners
Texas
$2.35M -$55.8K -199 -2%
LFAS
598
Level Four Advisory Services
Texas
$2.35M +$985K +3,517 +55%
ZIC
599
ZWJ Investment Counsel
Georgia
$2.34M +$248K +885 +10%
FFN
600
Focus Financial Network
Minnesota
$2.31M +$594K +2,120 +28%
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