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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
626
BRR OpCo
Ohio
$1.21M +$747K +2,822 +167%
IWM
627
IHT Wealth Management
Illinois
$1.21M +$235K +888 +25%
LP
628
LGL Partners
Pennsylvania
$1.21M – – –
AC
629
Alexandria Capital
Virginia
$1.2M +$2.12K +8 +0.2%
AFM
630
Andesa Financial Management
Pennsylvania
$1.2M -$1.52M -5,750 -56%
MFGP
631
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.19M – – –
DWM
632
Darwin Wealth Management
Florida
$1.18M -$50.5K -191 -4%
EDRH
633
Edmond de Rothschild Holding
Switzerland
$1.18M -$42.3K -160 -4%
EWA
634
Evolution Wealth Advisors
Florida
$1.18M +$14K +53 +1%
SWA
635
Stratos Wealth Advisors
Ohio
$1.16M +$381K +1,442 +51%
TAM
636
Tocqueville Asset Management
New York
$1.14M -$63.5K -240 -5%
HL
637
HeadInvest LLC
Maine
$1.14M +$47.6K +180 +4%
EB
638
Eastern Bank
Massachusetts
$1.13M +$49.7K +188 +5%
WA1
639
Wimmer Associates 1
California
$1.13M +$7.94K +30 +0.7%
FPCG
640
Fort Pitt Capital Group
Pennsylvania
$1.13M – – –
RWA
641
Ropes Wealth Advisors
Massachusetts
$1.13M -$1.45M -5,491 -57%
SVCP
642
Silicon Valley Capital Partners
California
$1.13M – – –
FHC
643
First Heartland Consultants
Missouri
$1.13M +$15.3K +58 +1%
GVAG
644
Great Valley Advisor Group
Delaware
$1.12M -$66.1K -250 -6%
HPC
645
Hobart Private Capital
North Carolina
$1.12M -$4.76K -18 -0.4%
KAH
646
Kathryn A. Hall
$1.12M – – –
DI
647
DFPG Investments
Utah
$1.11M -$488K -1,846 -31%
WFPG
648
Waller Financial Planning Group
Ohio
$1.11M -$2.91K -11 -0.3%
CIA
649
Capital Investment Advisors
Georgia
$1.11M -$3.17K -12 -0.3%
JIC
650
Joel Isaacson & Co
New York
$1.09M -$194K -734 -15%
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