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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
976
Certified Advisory Corp
Florida
$7.79M +$889K +1,748 +13%
CBB
977
Citizens Business Bank
California
$7.78M +$9.15K +18 +0.1%
BFS
978
Bradley Foster & Sargent
Connecticut
$7.77M +$769K +1,513 +11%
BEI
979
Benjamin Edwards Inc
Missouri
$7.75M +$7.47M +14,689 New
CAM
980
Cozad Asset Management
Illinois
$7.75M +$1.27M +2,506 +21%
PVI
981
Pine Valley Investments
New Jersey
$7.68M -$135K -265 -2%
PFGIA
982
Patriot Financial Group Insurance Agency
Massachusetts
$7.66M +$780K +1,534 +12%
WA
983
Westfuller Advisors
New York
$7.65M +$7.35M +14,455 New
MAM
984
Marotta Asset Management
Virginia
$7.61M -$505K -993 -6%
TC
985
Trilogy Capital
California
$7.6M +$283K +557 +4%
NSAM
986
North Star Asset Management
Wisconsin
$7.59M -$912K -1,794 -11%
GWMR
987
GC Wealth Management RIA
Massachusetts
$7.58M -$985K -1,938 -12%
NAMP
988
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.57M +$452K +890 +7%
BAG
989
Bridgewealth Advisory Group
California
$7.42M +$25.4K +50 +0.4%
DDC
990
DF Dent & Co
Maryland
$7.41M – – –
TPWA
991
TRUE Private Wealth Advisors
Oregon
$7.41M -$3.07M -6,049 -30%
TWM
992
Tanager Wealth Management
United Kingdom
$7.41M -$303K -596 -4%
KWAG
993
Kiely Wealth Advisory Group
North Carolina
$7.37M +$1.01M +1,990 +17%
SIC
994
Salem Investment Counselors
North Carolina
$7.36M +$104K +204 +1%
PP
995
Patten & Patten
Tennessee
$7.35M +$20.3K +40 +0.3%
RWP
996
Ridgecrest Wealth Partners
California
$7.35M +$283K +556 +4%
SMG
997
Smart Money Group
Texas
$7.35M -$166K -326 -2%
BMD
998
Better Money Decisions
New Mexico
$7.34M -$109K -214 -2%
CPC
999
Consolidated Planning Corp
Georgia
$7.32M -$384K -755 -5%
GFS
1000
GYL Financial Synergies
Connecticut
$7.32M +$255K +501 +4%
38 39
40
41 42