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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
801
Merit Financial Group
Georgia
$1.7M – – –
PWM
802
Perigon Wealth Management
California
$1.66M +$374K +1,229 +29%
9WM
803
9258 Wealth Management
Ohio
$1.66M -$26.2K -86 -2%
DWM
804
Destination Wealth Management
California
$1.65M -$240K -787 -13%
BWFA
805
Baltimore-Washington Financial Advisors
Maryland
$1.64M -$500K -1,642 -24%
GCA
806
Gradient Capital Advisors
California
$1.64M -$179K -586 -10%
FP
807
Financial Perspectives
Minnesota
$1.64M -$98.1K -322 -6%
SWM
808
Selective Wealth Management
Virginia
$1.63M +$1.42M +4,650 +723%
SLG
809
Stanley-Laman Group
Pennsylvania
$1.62M -$1.86M -6,099 -54%
AP
810
Advisor Partners
California
$1.58M – – –
WIA
811
World Investment Advisors
California
$1.58M +$273K +896 +21%
RI
812
Ridgewood Investments
New Jersey
$1.57M +$565K +1,854 +57%
MWM
813
Minot Wealth Management
Massachusetts
$1.57M +$1.3M +4,282 +530%
TFA
814
Toth Financial Advisory
Virginia
$1.55M +$50K +164 +3%
BL
815
BFSG LLC
California
$1.55M -$1.88M -6,161 -55%
TW
816
Transform Wealth
Colorado
$1.55M -$340K -1,115 -18%
EWA
817
Evolution Wealth Advisors
Florida
$1.54M -$12.8K -42 -0.8%
RCA
818
Resonant Capital Advisors
Wisconsin
$1.54M -$35.6K -117 -2%
FCCM
819
First City Capital Management
Georgia
$1.54M +$572K +1,877 +64%
WCG
820
Weaver Consulting Group
California
$1.53M +$53.3K +175 +4%
VWA
821
V Wealth Advisors
Kansas
$1.52M -$7.85M -25,774 -84%
GVAG
822
Great Valley Advisor Group
Delaware
$1.51M +$632K +2,075 +73%
CF
823
Centaurus Financial
California
$1.5M -$1.03M -3,367 -41%
PWA
824
Physician Wealth Advisors
Utah
$1.49M -$150K -493 -9%
MWM
825
Modera Wealth Management
New Jersey
$1.49M +$788K +2,586 +114%
31 32
33
34 35