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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1176
Facet Wealth Inc
Maryland
$885K -$24.6K -64 -3%
DWM
1177
Darwin Wealth Management
Florida
$881K – – –
MCM
1178
MV Capital Management
Maryland
$880K – – –
LWMG
1179
Levy Wealth Management Group
Pennsylvania
$873K – – –
IC
1180
Intersect Capital
California
$871K +$32.2K +84 +4%
OWM
1181
Orgel Wealth Management
Wisconsin
$870K +$105K +273 +14%
DSC
1182
Duncker Streett & Co
Missouri
$869K -$172K -449 -17%
BFC
1183
Bedel Financial Consulting
Indiana
$864K -$10.4K -27 -1%
WCM
1184
Washburn Capital Management
Florida
$862K +$14.2K +37 +2%
FC
1185
Financial Consulate
Maryland
$861K +$46.1K +120 +6%
PGIM
1186
Pacific Global Investment Management
California
$859K -$65.6K -171 -7%
ML
1187
McAdam LLC
Pennsylvania
$857K +$73.7K +192 +10%
CNC
1188
Canandaigua National Corp
New York
$855K +$83.7K +218 +11%
PWP
1189
Principle Wealth Partners
Connecticut
$851K -$23K -60 -3%
IC
1190
Inscription Capital
Texas
$851K +$830K +2,163 New
LC
1191
Lavaca Capital
Texas
$850K – – –
TIM
1192
Tortoise Investment Management
New York
$850K +$315K +820 +61%
FCCM
1193
First City Capital Management
Georgia
$845K -$5.37K -14 -0.7%
CCMG
1194
Clark Capital Management Group
Pennsylvania
$844K – – –
AW
1195
ACG Wealth
Georgia
$843K +$384 +1 +0%
PA
1196
Prism Advisors
California
$838K +$818K +2,130 New
ACA
1197
Aptus Capital Advisors
Alabama
$835K – – –
SFP
1198
Strategic Financial Partners
Oregon
$831K +$61.4K +160 +8%
WHG
1199
Westwood Holdings Group
Texas
$827K +$266K +693 +49%
FSA
1200
Fort Sheridan Advisors
Illinois
$822K +$36.1K +94 +5%
46 47
48
49 50