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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1401
Consolidated Planning Corp
Georgia
$311K – – –
AAS
1402
Annex Advisory Services
Wisconsin
$311K +$15.6K +48 +6%
MGWM
1403
Marks Group Wealth Management
Minnesota
$311K +$28K +86 +10%
SAM
1404
Strategy Asset Managers
California
$310K -$71.7K -220 -20%
MWA
1405
Meridian Wealth Advisors
Texas
$310K +$34.6K +106 +13%
SSB
1406
Sandy Spring Bank
Maryland
$308K +$37.8K +116 +15%
PP
1407
Palladium Partners
Virginia
$306K +$30.3K +93 +12%
EIA
1408
Eldridge Investment Advisors
New Hampshire
$305K +$326 +1 +0.1%
PCFFS
1409
Pacific Center for Financial Services
California
$305K +$165K +506 +132%
NFP
1410
Novak Financial Planning
Maryland
$305K +$289K +888 New
CAG
1411
Curtis Advisory Group
California
$304K – – –
CT
1412
Cambridge Trust
Massachusetts
$303K -$48.2K -148 -14%
AFS
1413
Access Financial Services
Minnesota
$303K -$20.2K -62 -7%
MJRIC
1414
Mogy Joel R Investment Counsel
California
$301K +$2.93K +9 +1%
ACA
1415
Aptus Capital Advisors
Alabama
$300K -$7.29M -22,360 -96%
AA
1416
Advisory Alpha
Michigan
$300K +$55.4K +170 +24%
RPWA
1417
Regent Peak Wealth Advisors
Georgia
$299K +$5.87K +18 +2%
CCM
1418
Coldstream Capital Management
Washington
$297K – – –
BSAM
1419
Blue Sky Asset Management
Colorado
$296K +$274K +840 New
SPI
1420
Santori & Peters Inc
Pennsylvania
$294K +$1.96K +6 +0.7%
RWM
1421
Raffa Wealth Management
District of Columbia
$293K +$1.3K +4 +0.5%
KWMG
1422
King Wealth Management Group
Florida
$293K – – –
CC
1423
Chicago Capital
Illinois
$292K +$8.48K +26 +3%
WCM
1424
WealthBridge Capital Management
Ohio
$292K +$37.2K +114 +15%
BWA
1425
Burt Wealth Advisors
Maryland
$291K – – –
55 56
57
58 59