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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
876
Prio Wealth Limited Partnership
Massachusetts
$743K – – –
GSIS
877
Global Strategic Investment Solutions
Arizona
$741K +$1.7K +6 +0.2%
PFGIA
878
Patriot Financial Group Insurance Agency
Massachusetts
$739K +$182K +645 +35%
MM
879
Meridian Management
Arkansas
$738K – – –
SFSIG
880
San Francisco Sentry Investment Group
California
$735K -$10.7K -38 -2%
MCM
881
McRae Capital Management
New Jersey
$732K -$566 -2 -0.1%
PD
882
Planning Directions
Pennsylvania
$727K +$5.94K +21 +0.9%
AW
883
ACG Wealth
Georgia
$725K -$24.9K -88 -3%
RZH
884
Relyea Zuckerberg Hanson
Connecticut
$724K +$693K +2,449 New
LW
885
Linscomb Wealth
Texas
$717K +$685K +2,423 New
GHA
886
GW Henssler & Associates
Georgia
$716K +$48.1K +170 +8%
GIA
887
Guyasuta Investment Advisors
Pennsylvania
$714K – – –
AWA
888
Alaska Wealth Advisors
Alaska
$714K +$683K +2,414 New
FCA
889
FinTrust Capital Advisors
South Carolina
$703K +$226K +800 +51%
RMDI
890
R.M. Davis Inc
Maine
$701K -$20.1K -71 -3%
FAT
891
First American Trust
California
$698K +$667K +2,359 New
PFM
892
Parsec Financial Management
North Carolina
$691K +$112K +396 +20%
SS
893
Sunbelt Securities
Texas
$688K +$37.6K +133 +6%
BFEC
894
Benjamin F. Edwards & Company
Missouri
$686K +$161K +569 +33%
OCM
895
Orser Capital Management
Texas
$684K – – –
RIA
896
Realta Investment Advisors
Delaware
$678K -$54K -191 -8%
SCM
897
Seascape Capital Management
New Hampshire
$675K +$646K +2,282 New
TCM
898
Tandem Capital Management
New Jersey
$671K +$642K +2,270 New
IC
899
Intersect Capital
California
$668K -$28.6K -101 -4%
CBT
900
Central Bank & Trust
Kentucky
$663K – – –
34 35
36
37 38