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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1001
Berger Financial Group
Minnesota
$16.6M -$1.02M -1,523 -6%
MMH
1002
Menora Mivtachim Holdings
Israel
$16.5M +$8.33M +12,500 +109%
TFP
1003
Traction Financial Partners
Wyoming
$16.4M -$264K -396 -2%
BWP
1004
Burling Wealth Partners
Illinois
$16.4M +$4.41M +6,609 +38%
CF
1005
Calder Financial
Pennsylvania
$16.4M +$107K +161 +0.7%
FCC
1006
Flower City Capital
New York
$16.4M -$206K -309 -1%
DC
1007
DeDora Capital
California
$16.4M -$66.7K -100 -0.4%
RCS
1008
Retirement Capital Strategies
California
$16.3M +$23.3K +35 +0.1%
SWM
1009
Silverlake Wealth Management
Vermont
$16.2M -$400K -600 -2%
RFP
1010
Roth Financial Partners
Texas
$16.2M -$249K -374 -2%
W
1011
WorthPointe
California
$16.2M -$50K -75 -0.3%
BCIM
1012
Bishop & Co Investment Management
Pennsylvania
$16.2M -$48K -72 -0.3%
HA
1013
Hegarty Advisors
New York
$16.2M -$697K -1,045 -4%
SFG
1014
Strategic Financial Group
Michigan
$16.1M -$54.7K -82 -0.3%
WSFS
1015
Wilmington Savings Fund Society
Delaware
$16.1M +$42.7K +64 +0.3%
SAS
1016
Stelac Advisory Services
New York
$16.1M – – –
XFP
1017
Xena Financial Planning
Oregon
$15.9M -$394K -591 -2%
TCA
1018
Transcend Capital Advisors
New Jersey
$15.9M +$6.73M +10,097 +77%
MFA
1019
McClarren Financial Advisors
Pennsylvania
$15.9M +$1.17M +1,749 +8%
CIA
1020
Covington Investment Advisors
Pennsylvania
$15.9M -$491K -737 -3%
LWM
1021
Luminvest Wealth Management
Arizona
$15.9M -$84.7K -127 -0.5%
LWPC
1022
Legacy Wealth Partners (Colorado)
Colorado
$15.9M +$191K +287 +1%
UCM
1023
Up Capital Management
California
$15.9M +$1.29M +1,933 +9%
FAI
1024
Fiduciary Advisors Inc
Missouri
$15.9M +$740K +1,110 +5%
SIA
1025
Soltis Investment Advisors
Utah
$15.9M +$2.52M +3,774 +20%
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