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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
801
Beirne Wealth Consulting Services
Connecticut
$488K -$38.7K -155 -8%
RWA
802
River Wealth Advisors
Pennsylvania
$485K +$5.75K +23 +1%
FPFS
803
First Personal Financial Services
North Carolina
$480K +$430K +1,720 +1,323%
RCAG
804
Rehmann Capital Advisory Group
Michigan
$477K +$459K +1,837 New
UB
805
UMB Bank
Missouri
$474K +$456K +1,825 New
MWM
806
Meridian Wealth Management
Kentucky
$473K -$13K -52 -3%
HCIA
807
Hochman Cole Investment Advisors
Illinois
$471K +$127K +507 +39%
TIM
808
Tortoise Investment Management
New York
$470K -$7.24K -29 -2%
AF
809
Advisornet Financial
Minnesota
$467K -$651K -2,608 -59%
SC
810
Savant Capital
Illinois
$467K +$11.7K +47 +3%
TTWM
811
TCV Trust & Wealth Management
Virginia
$466K -$58.7K -235 -12%
TWM
812
Titus Wealth Management
California
$466K +$18.7K +75 +4%
DOA
813
D'Orazio & Associates
Virginia
$461K – – –
FCA
814
FLC Capital Advisors
California
$460K -$6.97M -27,909 -94%
COI
815
Capital One Investing
Virginia
$457K +$440K +1,762 New
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$455K +$420K +1,680 +2,333%
BBA
817
BLB&B Advisors
Pennsylvania
$454K – – –
WHG
818
Westwood Holdings Group
Texas
$454K – – –
TWM
819
Tolleson Wealth Management
Texas
$449K – – –
RE
820
RBC Europe
United Kingdom
$448K +$39.7K +159 +10%
WIA
821
World Investment Advisors
California
$445K -$234K -936 -35%
BO
822
BRR OpCo
Ohio
$439K +$422K +1,690 New
S
823
SignatureFD
Georgia
$436K -$64.7K -259 -13%
1WA
824
180 Wealth Advisors
Washington
$433K -$250 -1 -0.1%
BPB
825
Badgley, Phelps & Bell
Washington
$432K +$110K +439 +36%
31 32
33
34 35