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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1276
Bradley Foster & Sargent
Connecticut
$287K +$284K +933 New
GP
1277
Girard Partners
Pennsylvania
$286K -$53K -174 -16%
VCA
1278
Verdence Capital Advisors
Maryland
$285K – – –
BAMG
1279
Brand Asset Management Group
Missouri
$281K -$11.3K -37 -4%
CPC
1280
Consolidated Planning Corp
Georgia
$278K -$6.09K -20 -2%
ACA
1281
Ascension Capital Advisors
Texas
$278K – – –
KCM
1282
Kathmere Capital Management
Pennsylvania
$276K +$52.1K +171 +24%
FGA
1283
Fortis Group Advisors
New Jersey
$276K +$274K +900 New
TW
1284
TrinityPoint Wealth
Connecticut
$273K -$21K -69 -7%
BFA
1285
Beacon Financial Advisory
Ohio
$273K – – –
EIA
1286
Eldridge Investment Advisors
New Hampshire
$273K +$41.4K +136 +18%
CAG
1287
Curtis Advisory Group
California
$272K +$18.9K +62 +8%
MJRIC
1288
Mogy Joel R Investment Counsel
California
$267K +$11.6K +38 +5%
CCM
1289
Coldstream Capital Management
Washington
$266K – – –
TAM
1290
Townsend Asset Management
North Carolina
$266K – – –
LWM
1291
Lyell Wealth Management
California
$265K +$1.22K +4 +0.5%
AAS
1292
Annex Advisory Services
Wisconsin
$264K -$20.4K -67 -7%
GI
1293
Gradient Investments
Minnesota
$264K +$129K +423 +97%
KWMG
1294
King Wealth Management Group
Florida
$262K – – –
RPWA
1295
Regent Peak Wealth Advisors
Georgia
$262K +$23.2K +76 +10%
RWM
1296
Raffa Wealth Management
District of Columbia
$262K +$914 +3 +0.4%
BWA
1297
Burt Wealth Advisors
Maryland
$260K – – –
SDAM
1298
Shulman DeMeo Asset Management
New York
$259K +$1.22K +4 +0.5%
CCM
1299
Carlson Capital Management
Minnesota
$258K +$17.4K +57 +7%
SPI
1300
Santori & Peters Inc
Pennsylvania
$256K -$35.3K -116 -12%
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