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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1176
Fonville Wealth Management
Virginia
$4.87M +$305K +600 +7%
BEC
1177
Blue Edge Capital
Virginia
$4.85M +$21.9K +43 +0.5%
BBPWM
1178
Blue Bell Private Wealth Management
Pennsylvania
$4.81M +$103K +203 +2%
RFS
1179
Richardson Financial Services
Massachusetts
$4.81M +$1.96M +3,851 +69%
DBRC
1180
D.B. Root & Company
Pennsylvania
$4.8M +$44.7K +88 +1%
MFG
1181
Magnus Financial Group
New York
$4.8M +$285K +561 +7%
ESB
1182
Essex Savings Bank
Connecticut
$4.79M -$3.47M -6,835 -43%
SPC
1183
Spirepoint Private Client
Florida
$4.79M +$4.58K +9 +0.1%
AA
1184
Advisory Alpha
Michigan
$4.78M +$103K +203 +2%
ASG
1185
Ariston Services Group
California
$4.76M -$69.6K -137 -1%
WAM
1186
Worth Asset Management
Texas
$4.76M -$8.32M -16,364 -64%
AC
1187
Apella Capital
Connecticut
$4.74M +$1.38M +2,722 +43%
SA
1188
SRH Advisors
Kansas
$4.74M – – –
PI
1189
PFG Investments
New York
$4.73M +$845K +1,663 +23%
FAIM
1190
Financial Advocates Investment Management
Washington
$4.7M +$1.76M +3,469 +63%
LSA
1191
Lion Street Advisors
Texas
$4.69M +$589K +1,158 +15%
DWA
1192
Douglass Winthrop Advisors
New York
$4.69M +$11.2K +22 +0.2%
EFS
1193
Essex Financial Services
Connecticut
$4.68M +$196K +386 +5%
PWP
1194
Phillips Wealth Planners
Mississippi
$4.68M +$93.5K +184 +2%
JEST
1195
JTC Employer Solutions Trustee
Jersey
$4.66M – – –
YWS
1196
Yarger Wealth Strategies
Ohio
$4.66M +$14.7K +29 +0.3%
2L
1197
25 LLC
Missouri
$4.66M -$279K -548 -6%
CFO
1198
Callan Family Office
Pennsylvania
$4.65M +$22.9K +45 +0.5%
PMG
1199
ProVise Management Group
Florida
$4.64M +$435K +856 +11%
JCM
1200
Jacobi Capital Management
Pennsylvania
$4.64M -$46.3K -91 -1%
46 47
48
49 50