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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1276
Financial Architects (New Jersey)
New Jersey
$710K -$12.6K -31 -2%
CFG
1277
Cooper Financial Group
California
$710K -$4.46K -11 -0.6%
PWM
1278
PRW Wealth Management
Massachusetts
$709K +$368K +907 +102%
AIA
1279
Arcadia Investment Advisors
Idaho
$706K – – –
1IA
1280
1834 Investment Advisors
Wisconsin
$704K -$38.9K -96 -5%
RWA
1281
RGT Wealth Advisors
Texas
$704K – – –
HF
1282
Halpern Financial
Virginia
$703K -$6.09K -15 -0.8%
IF
1283
Intrua Financial
Texas
$701K +$681K +1,679 New
LP
1284
LGL Partners
Pennsylvania
$697K – – –
CFS
1285
Cannon Financial Strategists
Georgia
$695K +$11.8K +29 +2%
AIM
1286
Axiom Investment Management
New York
$692K – – –
CC
1287
Cannell & Co
New York
$692K +$52.3K +129 +8%
PFM
1288
Parsec Financial Management
North Carolina
$690K -$12.2K -30 -2%
RFN
1289
RDA Financial Network
Iowa
$689K -$19.9K -49 -3%
NSAM
1290
North Star Asset Management
Wisconsin
$687K +$50.7K +125 +8%
GCM
1291
Gables Capital Management
Florida
$686K – – –
PP
1292
Palladium Partners
Virginia
$686K – – –
PGAM
1293
Princeton Global Asset Management
New Jersey
$683K +$811 +2 +0.1%
MS
1294
Madden Securities
Texas
$681K -$1.62K -4 -0.2%
RCA
1295
Reitz Capital Advisors
Michigan
$680K -$266K -655 -28%
TFM
1296
TFC Financial Management
Massachusetts
$678K – – –
PWA
1297
Peterson Wealth Advisors
Utah
$673K +$811 +2 +0.1%
PIG
1298
Pantheon Investment Group
California
$672K -$38.5K -95 -5%
SIS
1299
Sound Income Strategies
Florida
$672K -$7.71K -19 -1%
DBT
1300
Dubuque Bank & Trust
Iowa
$671K +$54K +133 +8%
50 51
52
53 54