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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1001
Biltmore Capital Advisors
New Jersey
$750K -$313K -1,029 -30%
CA
1002
Capital Advantage
California
$748K -$29.6K -97 -4%
DWM
1003
Darwin Wealth Management
Florida
$744K -$485K -1,593 -40%
MS
1004
Maven Securities
Jersey
$742K +$731K +2,400 New
SPFA
1005
Summit Place Financial Advisors
New Jersey
$742K +$735K +2,413 New
GAM
1006
Griffin Asset Management
New York
$741K -$96.6K -317 -12%
BBPWM
1007
Blue Bell Private Wealth Management
Pennsylvania
$738K +$46K +151 +7%
SWRP
1008
Summit Wealth & Retirement Planning
California
$734K +$205K +674 +39%
TSA
1009
Tri-Star Advisors
Texas
$732K +$245K +803 +54%
CA
1010
Claro Advisors
Massachusetts
$731K -$111K -365 -13%
DWA
1011
Douglass Winthrop Advisors
New York
$731K +$3.66K +12 +0.5%
CPIA
1012
Cornell Pochily Investment Advisors
New York
$727K -$30.2K -99 -4%
FWCM
1013
Ferguson Wellman Capital Management
Oregon
$727K +$168K +553 +31%
KM
1014
Kalos Management
Georgia
$720K -$1.79M -5,887 -72%
HPC
1015
HM Payson & Co
Maine
$719K +$680K +2,233 +2,168%
BCFS
1016
Butensky & Cohen Financial Security
Florida
$715K +$16.1K +53 +2%
CIC
1017
Cornercap Investment Counsel
Georgia
$714K +$707K +2,321 New
VFM
1018
Vivid Financial Management
California
$710K -$246K -808 -26%
HDIM
1019
Hanson & Doremus Investment Management
Vermont
$708K – – –
MWP
1020
Meridian Wealth Partners
Pennsylvania
$706K +$63.4K +208 +10%
GM
1021
GeoWealth Management
Illinois
$705K +$695K +2,282 New
BFC
1022
Bedel Financial Consulting
Indiana
$704K +$2.13K +7 +0.3%
GHA
1023
GW Henssler & Associates
Georgia
$703K +$42.3K +139 +6%
IA
1024
IFG Advisors
Missouri
$703K +$108K +353 +18%
MM
1025
Meridian Management
Arkansas
$700K +$32K +105 +5%
39 40
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