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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1226
Pure Financial Advisors
California
$573K +$543K +1,667 New
DPI
1227
Diversified Portfolios Inc
Michigan
$571K +$102K +312 +23%
PFM
1228
Parsec Financial Management
North Carolina
$567K +$2.93K +9 +0.5%
BTWM
1229
Baker Tilly Wealth Management
Wisconsin
$567K +$538K +1,649 New
MAM
1230
MMA Asset Management
Pennsylvania
$566K +$537K +1,647 New
FWI
1231
Facet Wealth Inc
Maryland
$565K +$536K +1,644 New
AFM
1232
Andesa Financial Management
Pennsylvania
$563K -$192K -590 -26%
TCM
1233
Telos Capital Management
California
$563K -$71.1K -218 -12%
ODCM
1234
Old Dominion Capital Management
Virginia
$560K -$65.2K -200 -11%
BFA
1235
Beacon Financial Advisory
Ohio
$557K +$238K +731 +82%
FCA
1236
FLC Capital Advisors
California
$554K +$13K +40 +3%
BL
1237
BFSG LLC
California
$553K -$1.12M -3,421 -68%
CAM
1238
Cidel Asset Management
Ontario, Canada
$553K -$48.6K -149 -8%
TWM
1239
Triton Wealth Management
Arizona
$552K +$1.96K +6 +0.4%
HF
1240
Halpern Financial
Virginia
$550K -$3.91K -12 -0.7%
ACGDR
1241
Atmos Capital Gestao de Recursos
Brazil
$543K – – –
RCAG
1242
Rehmann Capital Advisory Group
Michigan
$542K +$7.5K +23 +1%
RPSA
1243
Richard P. Slaughter Associates
Texas
$538K – – –
JWBC
1244
J.W. Burns & Co
New York
$538K +$125K +383 +32%
LB
1245
Legacy Bridge
Iowa
$537K +$22.8K +70 +5%
MF
1246
Montis Financial
Massachusetts
$537K +$509K +1,561 New
CNBTD
1247
Citizens National Bank Trust Department
Mississippi
$536K – – –
PIG
1248
Pantheon Investment Group
California
$535K -$97.1K -298 -16%
S
1249
swisspartners
Liechtenstein
$534K +$515K +1,580 New
AA
1250
Apriem Advisors
California
$528K +$1.96K +6 +0.4%
48 49
50
51 52