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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
926
Prospera Financial Services
Texas
$832K -$514K -1,910 -39%
HFA
927
Hoover Financial Advisors
Pennsylvania
$828K +$18.8K +70 +2%
LRIA
928
Leonard Rickey Investment Advisors
Washington
$827K +$50.6K +188 +7%
APW
929
Aurora Private Wealth
New Jersey
$819K -$530K -1,968 -41%
DSC
930
Duncker Streett & Co
Missouri
$818K – – –
CAAS
931
Capital Asset Advisory Services
Michigan
$816K -$18K -67 -2%
CW
932
CreativeOne Wealth
Kansas
$815K -$303K -1,126 -28%
WCA
933
Windsor Creek Advisors
Vermont
$815K – – –
VCM
934
Violich Capital Management
California
$814K – – –
VCAM
935
Van Cleef Asset Management
Ohio
$811K +$2.69K +10 +0.4%
AW
936
ACG Wealth
Georgia
$808K +$8.34K +31 +1%
GVAG
937
Great Valley Advisor Group
Delaware
$806K -$354K -1,316 -32%
EWM
938
Empirical Wealth Management
Washington
$805K -$1.36M -5,063 -64%
IAIM
939
International Assets Investment Management
Florida
$803K -$259K -962 -25%
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$803K +$6.19K +23 +0.8%
NCM
941
Nelson Capital Management
California
$798K -$170K -632 -18%
CIA
942
Choate Investment Advisors
Massachusetts
$797K -$36.3K -135 -5%
GC
943
Gratus Capital
Georgia
$794K -$969K -3,600 -56%
PIA
944
Perennial Investment Advisors
California
$793K +$63.5K +236 +9%
BBHC
945
Brown Brothers Harriman & Co
New York
$793K +$672K +2,497 +832%
RIA
946
Realta Investment Advisors
Delaware
$791K +$265K +985 +55%
WGCA
947
Wolf Group Capital Advisors
Virginia
$785K +$746K +2,770 New
LWANC
948
Laurel Wealth Advisors (North Carolina)
North Carolina
$780K +$420K +1,559 +131%
PWAG
949
Polaris Wealth Advisory Group
California
$779K -$65.7K -244 -8%
CA
950
Claro Advisors
Massachusetts
$777K +$738K +2,742 New
36 37
38
39 40