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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$8.51M -$3.78M -10,353 -29%
RFA
602
Radnor Financial Advisors
Pennsylvania
$8.46M +$2.25M +6,170 +31%
MIA
603
MMBG Investment Advisors
Florida
$8.45M +$146K +400 +2%
PFA
604
Professional Financial Advisors
Nebraska
$8.4M -$168K -461 -2%
SFO
605
Stokes Family Office
Louisiana
$8.38M +$302K +827 +3%
BWFA
606
Baltimore-Washington Financial Advisors
Maryland
$8.34M +$5.19M +14,205 +143%
FNT
607
First National Trust
Pennsylvania
$8.3M +$379K +1,037 +4%
MAS
608
Madden Advisory Services
Florida
$8.27M -$37.6K -103 -0.4%
FHA
609
Flagship Harbor Advisors
Massachusetts
$8.26M -$1.77M -4,849 -16%
HWP
610
Highline Wealth Partners
California
$8.26M +$9.19M +25,150 New
CIC
611
Carnegie Investment Counsel
Ohio
$8.18M +$941K +2,576 +12%
KTM
612
Keeler Thomas Management
Utah
$8.14M +$15.8M +43,209 New
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$8.1M -$292K -800 -3%
GEM
614
Global Endowment Management
North Carolina
$8.09M -$88.8K -243 -1%
MPW
615
MGO Private Wealth
California
$8.07M +$8.98M +24,580 New
RPC
616
Rossmore Private Capital
Connecticut
$8.03M -$236K -645 -3%
KAH
617
Kathryn A. Hall
$8.03M -$746K -2,042 -8%
CFO
618
CVA Family Office
Colorado
$8.01M -$511K -1,398 -5%
AC
619
ASB Consultores
Florida
$8M -$2.45M -6,708 -22%
TFS
620
TrustCore Financial Services
Tennessee
$7.96M +$18.3K +50 +0.2%
BCI
621
Brinker Capital Investments
Pennsylvania
$7.96M -$1.56M -4,275 -15%
WG
622
Welch Group
Alabama
$7.95M +$144K +393 +2%
FAB
623
First American Bank
Illinois
$7.88M -$4.02K -11 -0%
RCIM
624
Red Cedar Investment Management
Michigan
$7.86M – – –
CWM
625
Congress Wealth Management
Massachusetts
$7.75M +$102K +278 +1%
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