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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1151
Bollard Group
Massachusetts
$944K +$384K +1,000 +71%
CIA
1152
Capital Investment Advisors
Georgia
$943K +$14.6K +38 +2%
TFA
1153
Toth Financial Advisory
Virginia
$942K -$228K -593 -20%
GC
1154
Grimes & Company
Massachusetts
$938K +$100K +261 +12%
RCA
1155
Reitz Capital Advisors
Michigan
$937K -$208K -542 -19%
SPFA
1156
Summit Place Financial Advisors
New Jersey
$937K -$11.5K -30 -1%
NEIRG
1157
New England Investment & Retirement Group
Massachusetts
$931K – – –
MIG
1158
McGuire Investment Group
Rhode Island
$922K -$38.4K -100 -4%
BOTW
1159
Bank of the West
California
$920K +$38.4K +100 +4%
VFM
1160
Vivid Financial Management
California
$920K +$54.9K +143 +7%
CA
1161
Cornerstone Advisory
Maryland
$919K -$155K -405 -15%
BBA
1162
BLB&B Advisors
Pennsylvania
$918K +$75.2K +196 +9%
SFA
1163
Semmax Financial Advisors
North Carolina
$917K – – –
CBT
1164
Capital Bank & Trust
California
$916K -$1.08M -2,809 -55%
GFS
1165
GYL Financial Synergies
Connecticut
$915K +$36.9K +96 +4%
PD
1166
Planning Directions
Pennsylvania
$914K -$37.2K -97 -4%
CWM
1167
Cornerstone Wealth Management
Missouri
$911K -$185K -483 -17%
CAM
1168
Concorde Asset Management
Michigan
$911K +$36.9K +96 +4%
DI
1169
DFPG Investments
Utah
$900K +$112K +291 +15%
PAM
1170
Peak Asset Management
Colorado
$900K +$298K +776 +51%
CB
1171
Community Bank
New York
$899K – – –
RM
1172
Resource Management
Louisiana
$894K +$104K +272 +14%
PP
1173
PDS Planning
Ohio
$893K -$94K -245 -10%
VFIC
1174
Valley Forge Investment Consultants
Pennsylvania
$891K +$547K +1,425 +170%
AC
1175
Avenir Corporation
Virginia
$888K -$119K -310 -12%
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