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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
676
Plan Group Financial
Oklahoma
$20.2M +$4.92M +9,093 +30%
BWM
677
Base Wealth Management
Florida
$20M +$21.1M +38,973 New
AF
678
Apexium Financial
Texas
$20M +$1.62M +2,992 +8%
RWM
679
Rialto Wealth Management
New York
$20M -$37.8K -70 -0.2%
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$20M -$438K -810 -2%
OAJ
681
Ogorek Anthony Joseph
New York
$19.8M +$67K +124 +0.3%
BTW
682
Boston Trust Walden
Massachusetts
$19.8M +$7.87M +14,567 +61%
PPC
683
Park Presidio Capital
California
$19.6M +$20.6M +38,186 New
BFA
684
Beaumont Financial Advisors
Massachusetts
$19.6M -$625K -1,157 -3%
OCFG
685
O'Connor Financial Group
Illinois
$19.6M +$1.89M +3,500 +10%
AAMC
686
Asset Allocation & Management Company
Illinois
$19.6M +$2.75M +5,086 +15%
FNT
687
First National Trust
Pennsylvania
$19.4M +$1.15M +2,130 +6%
MA
688
Montag & Associates
Georgia
$19.4M +$744K +1,377 +4%
SIM
689
Synergy Investment Management
Florida
$19.3M +$1.46M +2,709 +8%
TFP
690
TrueWealth Financial Partners
Washington
$19.2M +$4.12M +7,616 +26%
SIG
691
Stonegate Investment Group
Alabama
$19.2M +$1.13M +2,083 +6%
RWMH
692
Riverpoint Wealth Management Holdings
Illinois
$19.2M -$194K -359 -1%
CWG
693
Cornerstone Wealth Group
North Carolina
$19.1M +$36.8K +68 +0.2%
AAS
694
Ameritas Advisory Services
Nebraska
$19.1M -$12.5M -23,205 -39%
1IA
695
1834 Investment Advisors
Wisconsin
$19M +$2.63M +4,869 +15%
LFP
696
Lakeshore Financial Planning
Michigan
$18.9M -$47K -87 -0.2%
WWC
697
Waypoint Wealth Counsel
Georgia
$18.9M +$1.1M +2,037 +6%
HWA
698
Heritage Wealth Advisors
Virginia
$18.9M +$16M +29,619 +417%
TFGT
699
TS Financial Group (TSFG)
Illinois
$18.8M +$2.1M +3,879 +12%
JIC
700
Joel Isaacson & Co
New York
$18.8M +$782K +1,447 +4%
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