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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1201
Blooom Inc
Kansas
$892K -$218K -537 -26%
BL
1202
BFSG LLC
California
$884K +$909K +2,241 New
MCM
1203
MV Capital Management
Maryland
$882K – – –
DSC
1204
Duncker Streett & Co
Missouri
$882K +$12.2K +30 +1%
IC
1205
Intersect Capital
California
$880K +$6.9K +17 +0.8%
ML
1206
McAdam LLC
Pennsylvania
$876K +$42.6K +105 +5%
BFC
1207
Bedel Financial Consulting
Indiana
$875K +$9.33K +23 +1%
ICM
1208
Infini Capital Management
Hong Kong
$868K +$893K +2,200 New
IMF
1209
Infini Master Fund
Hong Kong
$868K +$893K +2,200 New
DWM
1210
Darwin Wealth Management
Florida
$867K -$15.8K -39 -2%
WCM
1211
Washburn Capital Management
Florida
$864K – – –
PWA
1212
Providence Wealth Advisors
Illinois
$862K +$379K +935 +75%
PGIM
1213
Pacific Global Investment Management
California
$861K – – –
CNC
1214
Canandaigua National Corp
New York
$857K – – –
PWP
1215
Principle Wealth Partners
Connecticut
$857K +$3.65K +9 +0.4%
LA
1216
Latitude Advisors
Florida
$855K +$439K +1,083 +100%
SPFA
1217
Summit Place Financial Advisors
New Jersey
$854K -$87.2K -215 -9%
BMD
1218
Better Money Decisions
New Mexico
$854K +$263K +648 +43%
LC
1219
Lavaca Capital
Texas
$852K – – –
WA
1220
Waddell & Associates
Tennessee
$851K – – –
VBFP
1221
Valtinson Bruner Financial Planning
Minnesota
$847K +$2.03K +5 +0.2%
FC
1222
Financial Consulate
Maryland
$846K -$17.4K -43 -2%
AW
1223
ACG Wealth
Georgia
$846K +$1.22K +3 +0.1%
VFM
1224
Vivid Financial Management
California
$838K -$87.2K -215 -9%
WIC
1225
Woodmont Investment Counsel
Tennessee
$837K -$1.69M -4,174 -66%
47 48
49
50 51