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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
926
Bernzott Capital Advisors
California
$575K +$148K +530 +28%
DWA
927
Douglass Winthrop Advisors
New York
$560K +$87.4K +312 +15%
RZH
928
Relyea Zuckerberg Hanson
Connecticut
$552K -$33.3K -119 -5%
OCM
929
Orser Capital Management
Texas
$549K – – –
SFSIG
930
San Francisco Sentry Investment Group
California
$547K -$49K -175 -7%
FC
931
Financial Consulate
Maryland
$541K +$210K +751 +49%
PTP
932
Platform Technology Partners
New York
$541K +$640K +2,283 New
MWM
933
Modera Wealth Management
New Jersey
$540K +$19.6K +70 +3%
TCM
934
Tandem Capital Management
New Jersey
$538K – – –
IC
935
Intersect Capital
California
$535K – – –
AWM
936
Aries Wealth Management
Maine
$534K -$67.2K -240 -9%
GW
937
GW & Wade
Massachusetts
$532K -$165K -588 -21%
CAN
938
Claraphi Advisory Network
United States
$529K -$186K -663 -23%
RIS
939
Retirement Income Solutions
Michigan
$529K – – –
BB
940
Busey Bank
Illinois
$525K – – –
BFC
941
Bedel Financial Consulting
Indiana
$524K +$280 +1 +0%
CTC
942
Central Trust Company
Missouri
$524K +$229K +818 +59%
JA
943
JOYN Advisors
Georgia
$521K +$245K +873 +66%
C
944
Certuity
Florida
$519K +$614K +2,191 New
DLHL
945
Donald L. Hagan LLC
Florida
$518K +$569K +2,030 New
MWM
946
MinichMacGregor Wealth Management
New York
$518K +$569K +2,030 New
LC
947
Lavaca Capital
Texas
$517K – – –
MM
948
Meridian Management
Arkansas
$514K -$91.1K -325 -13%
VBFP
949
Valtinson Bruner Financial Planning
Minnesota
$513K +$324K +1,156 +142%
WTFG
950
Wells Trecaso Financial Group
Ohio
$512K -$12.6K -45 -2%
36 37
38
39 40