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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1101
Planning Directions
Pennsylvania
$832K -$51.2K -157 -6%
CPWM
1102
Cardinal Point Wealth Management
California
$832K +$790K +2,422 New
PEA
1103
Pacific Edge Advisors
California
$831K +$789K +2,419 New
SPFA
1104
Summit Place Financial Advisors
New Jersey
$828K -$978 -3 -0.1%
PP
1105
PDS Planning
Ohio
$828K +$160K +491 +26%
RZH
1106
Relyea Zuckerberg Hanson
Connecticut
$826K +$1.3K +4 +0.2%
FWCM
1107
Ferguson Wellman Capital Management
Oregon
$826K +$13K +40 +2%
MS
1108
Maven Securities
Jersey
$825K – – –
DSC
1109
Duncker Streett & Co
Missouri
$824K -$95.2K -292 -11%
DWA
1110
Douglass Winthrop Advisors
New York
$824K +$6.52K +20 +0.8%
NEIRG
1111
New England Investment & Retirement Group
Massachusetts
$821K +$553K +1,695 +244%
SWRP
1112
Summit Wealth & Retirement Planning
California
$820K – – –
RIL
1113
Rothschild Investment LLC
Illinois
$818K +$189K +579 +32%
CA
1114
Capital Advantage
California
$816K +$326 +1 +0%
MCWS
1115
McKinley Carter Wealth Services
West Virginia
$816K +$774K +2,374 New
BCFS
1116
Butensky & Cohen Financial Security
Florida
$811K +$11.7K +36 +2%
TWA
1117
TCI Wealth Advisors
Arizona
$808K +$85.7K +263 +13%
HDIM
1118
Hanson & Doremus Investment Management
Vermont
$791K – – –
GW
1119
GW & Wade
Massachusetts
$785K -$84.1K -258 -10%
MM
1120
Meridian Management
Arkansas
$782K – – –
BO
1121
BRR OpCo
Ohio
$782K +$106K +324 +17%
BFC
1122
Bedel Financial Consulting
Indiana
$781K -$4.56K -14 -0.6%
GFS
1123
GYL Financial Synergies
Connecticut
$777K +$326K +999 +79%
HPWA
1124
Hall Private Wealth Advisors
North Carolina
$775K +$735K +2,255 New
MWP
1125
Meridian Wealth Partners
Pennsylvania
$772K -$16K -49 -2%
43 44
45
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