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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
$13.4M -$144K -315 -1%
AC
702
Abbrea Capital
California
$13.4M +$598K +1,306 +5%
CC
703
Courier Capital
New York
$13.4M +$6.94M +15,171 +119%
G
704
Gainplan
Michigan
$13.3M +$666K +1,455 +6%
PA
705
Parkside Advisors
California
$13.3M -$625K -1,366 -5%
PGF
706
Plan Group Financial
Oklahoma
$13.3M +$2.67M +5,823 +27%
WCFA
707
Walkner Condon Financial Advisors
Wisconsin
$13.2M +$457K +999 +4%
RIA
708
Regal Investment Advisors
Michigan
$13.2M +$352K +770 +3%
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M +$18.8K +41 +0.2%
GWA
710
Gibson Wealth Advisors
Texas
$13.1M +$12.4M +27,189 New
EWA
711
Evolution Wealth Advisors
Florida
$13.1M -$380K -830 -3%
GH
712
GAM Holding
Switzerland
$13.1M -$5.3M -11,580 -30%
FW
713
Fairway Wealth
Ohio
$13M +$22.9K +50 +0.2%
NSAM
714
North Star Asset Management
Wisconsin
$13M -$12.8M -28,007 -51%
PTC
715
Philadelphia Trust Company
Pennsylvania
$12.9M +$27.5K +60 +0.2%
TFCP
716
Twin Focus Capital Partners
Massachusetts
$12.9M +$69.1K +151 +0.6%
DC
717
DeDora Capital
California
$12.9M -$1.15M -2,510 -9%
NG
718
Northstar Group
New York
$12.8M +$160K +349 +1%
USCWA
719
U.S. Capital Wealth Advisors
Texas
$12.8M +$760K +1,660 +7%
MWM
720
Mittelman Wealth Management
Massachusetts
$12.8M +$12.2M +26,574 New
SC
721
Schoolcraft Capital
Colorado
$12.7M -$434K -949 -3%
SWM
722
Sendero Wealth Management
Texas
$12.7M -$416K -909 -3%
SAI
723
Savvy Advisors Inc
New York
$12.7M +$6.72M +14,681 +125%
VST
724
Van Strum & Towne
California
$12.7M -$1.12M -2,445 -8%
HTC
725
Haverford Trust Company
Pennsylvania
$12.6M -$66.4K -145 -0.5%
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