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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1176
PDS Planning
Ohio
$893K -$94K -245 -10%
VFIC
1177
Valley Forge Investment Consultants
Pennsylvania
$891K +$547K +1,425 +170%
AC
1178
Avenir Corporation
Virginia
$888K -$119K -310 -12%
FWI
1179
Facet Wealth Inc
Maryland
$885K -$24.6K -64 -3%
DWM
1180
Darwin Wealth Management
Florida
$881K – – –
MCM
1181
MV Capital Management
Maryland
$880K – – –
LWMG
1182
Levy Wealth Management Group
Pennsylvania
$873K – – –
IC
1183
Intersect Capital
California
$871K +$32.2K +84 +4%
OWM
1184
Orgel Wealth Management
Wisconsin
$870K +$105K +273 +14%
DSC
1185
Duncker Streett & Co
Missouri
$869K -$172K -449 -17%
BFC
1186
Bedel Financial Consulting
Indiana
$864K -$10.4K -27 -1%
WCM
1187
Washburn Capital Management
Florida
$862K +$14.2K +37 +2%
FC
1188
Financial Consulate
Maryland
$861K +$46.1K +120 +6%
PGIM
1189
Pacific Global Investment Management
California
$859K -$65.6K -171 -7%
ML
1190
McAdam LLC
Pennsylvania
$857K +$73.7K +192 +10%
CNC
1191
Canandaigua National Corp
New York
$855K +$83.7K +218 +11%
PWP
1192
Principle Wealth Partners
Connecticut
$851K -$23K -60 -3%
IC
1193
Inscription Capital
Texas
$851K +$830K +2,163 New
LC
1194
Lavaca Capital
Texas
$850K – – –
TIM
1195
Tortoise Investment Management
New York
$850K +$315K +820 +61%
WA
1196
Waddell & Associates
Tennessee
$849K +$828K +2,157 New
FCCM
1197
First City Capital Management
Georgia
$845K -$5.37K -14 -0.7%
CCMG
1198
Clark Capital Management Group
Pennsylvania
$844K – – –
AW
1199
ACG Wealth
Georgia
$843K +$384 +1 +0%
PA
1200
Prism Advisors
California
$838K +$818K +2,130 New
46 47
48
49 50