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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1101
Radnor Financial Advisors
Pennsylvania
$2.09M +$76.4K +181 +4%
LA
1102
LVW Advisors
New York
$2.09M -$5.96M -14,125 -75%
EDRH
1103
Edmond de Rothschild Holding
Switzerland
$2.08M -$2.5M -5,933 -55%
TDC
1104
Thompson Davis & Co
Virginia
$2.08M +$2.01M +4,755 New
AJ
1105
Ashburton (Jersey)
Jersey
$2.07M – – –
GFS
1106
GYL Financial Synergies
Connecticut
$2.07M +$762K +1,805 +62%
CW
1107
CreativeOne Wealth
Kansas
$2.06M +$39.3K +93 +2%
TYCC
1108
Texas Yale Capital Corp
Florida
$2.06M +$1.69K +4 +0.1%
PP
1109
Pegasus Partners
Wisconsin
$2.06M – – –
RCA
1110
Resonant Capital Advisors
Wisconsin
$2.05M -$104K -247 -5%
CCIA
1111
Cherry Creek Investment Advisors
Colorado
$2.04M -$26.2K -62 -1%
OWM
1112
Olympus Wealth Management
Utah
$2.04M +$1.98M +4,682 New
PWA
1113
Physician Wealth Advisors
Utah
$2.04M +$2.96K +7 +0.1%
LA
1114
Lakeside Advisors
Washington
$2.04M +$1.98M +4,680 New
LSPW
1115
Lake Street Private Wealth
Illinois
$2.02M +$1.95M +4,627 New
HL
1116
HeadInvest LLC
Maine
$2M -$23.2K -55 -1%
CHA
1117
Cooper/Haims Advisors
New York
$1.99M +$61.2K +145 +3%
W
1118
Wealthquest
Ohio
$1.97M -$892K -2,114 -32%
PA
1119
Parallel Advisors
California
$1.96M -$463K -1,097 -20%
MCA
1120
MSH Capital Advisors
Arizona
$1.96M +$1.9M +4,490 New
TI
1121
Trexquant Investment
Connecticut
$1.96M -$1.09M -2,585 -37%
PSUF
1122
People's United Financial
Connecticut
$1.96M -$23.6K -56 -1%
VFP
1123
Verus Financial Partners
Virginia
$1.95M +$1.27K +3 +0.1%
FFH
1124
Fairfax Financial Holdings
Ontario, Canada
$1.93M -$1.5M -3,547 -45%
DIA
1125
Davidson Investment Advisors
Montana
$1.92M +$1.85M +4,390 New
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45
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