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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
701
Madden Advisory Services
Florida
$1.53M +$296K +1,046 +25%
OWP
702
Obermeyer Wealth Partners
Colorado
$1.52M – – –
AP
703
Arlington Partners
Alabama
$1.51M -$28.3K -100 -2%
ELI
704
Empire Life Investments
Ontario, Canada
$1.51M +$1.44M +5,105 New
PA
705
PFG Advisors
Arizona
$1.51M +$104K +368 +8%
GVAG
706
Great Valley Advisor Group
Delaware
$1.5M +$239K +844 +20%
IIC
707
Integrated Investment Consultants
Michigan
$1.49M +$408K +1,441 +40%
FI
708
FormulaFolio Investments
Michigan
$1.49M +$263K +928 +23%
FSCM
709
Front Street Capital Management
Montana
$1.48M -$55.7K -197 -4%
SDWIA
710
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M – – –
BJL
711
Brighton Jones LLC
Washington
$1.47M -$83.2K -294 -6%
CCFM
712
Clear Creek Financial Management
Washington
$1.47M +$229K +808 +20%
WCG
713
Weaver Consulting Group
California
$1.46M +$37.9K +134 +3%
BDF
714
Black Diamond Financial
Maryland
$1.46M -$131K -463 -9%
PTC
715
Private Trust Company
Ohio
$1.45M -$41.6K -147 -3%
SCA
716
Snowden Capital Advisors
New York
$1.44M +$10.5K +37 +0.8%
PIA
717
Perennial Investment Advisors
California
$1.44M +$1.38M +4,866 New
RCA
718
Resonant Capital Advisors
Wisconsin
$1.43M +$1.36M +4,823 New
PA
719
Parkside Advisors
California
$1.42M -$110K -390 -8%
PWG
720
Private Wealth Group
Florida
$1.4M – – –
MFG
721
Merit Financial Group
Georgia
$1.4M +$65.3K +231 +5%
GLR
722
Great Lakes Retirement
Ohio
$1.4M +$1.34M +4,730 New
AIC
723
Ameritas Investment Company
Nebraska
$1.39M +$323K +1,143 +32%
RWA
724
Ropes Wealth Advisors
Massachusetts
$1.39M +$144K +509 +12%
BFO
725
Biltmore Family Office
North Carolina
$1.39M +$1.33M +4,700 New
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