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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1401
Avantax Planning Partners
Iowa
$824K +$49.7K +132 +6%
MWP
1402
Meridian Wealth Partners
Pennsylvania
$821K -$3.77K -10 -0.4%
BDF
1403
Balasa Dinverno & Foltz
$820K -$200K -531 -18%
CHA
1404
Carmichael Hill & Associates
Maryland
$816K +$93K +247 +12%
MIG
1405
McGuire Investment Group
Rhode Island
$813K – – –
CTA
1406
Chesley Taft & Associates
Illinois
$813K +$377 +1 +0%
PD
1407
Planning Directions
Pennsylvania
$809K -$9.42K -25 -1%
ACM
1408
Absolute Capital Management
Pennsylvania
$807K -$678K -1,800 -44%
CSI
1409
Cross Staff Investments
New York
$805K – – –
SWM
1410
Segment Wealth Management
Texas
$804K -$6.4K -17 -0.7%
ZCA
1411
Zeke Capital Advisors
Pennsylvania
$803K – – –
BFG
1412
Barber Financial Group
Kansas
$802K +$871K +2,311 New
BHIA
1413
Birch Hill Investment Advisors
Massachusetts
$801K +$7.53K +20 +0.9%
AWP
1414
Abacus Wealth Partners
California
$798K +$339K +901 +64%
LF
1415
Lee Financial
Texas
$788K -$277K -735 -24%
IFA
1416
Index Fund Advisors
California
$787K +$183K +486 +27%
BOTW
1417
Bank of the West
California
$786K +$58K +154 +7%
CIA
1418
Capital Investment Advisors
Georgia
$784K -$121K -321 -12%
AWC
1419
Adamsbrown Wealth Consultants
Kansas
$779K – – –
CC
1420
Cannell & Co
New York
$779K +$35.8K +95 +4%
MAM
1421
Mystic Asset Management
Rhode Island
$777K +$42.9K +114 +5%
FPCG
1422
Forum Private Client Group
Indiana
$776K +$97.6K +259 +13%
WFA
1423
Wipfli Financial Advisors
Wisconsin
$774K -$450K -1,194 -35%
MBT
1424
Montecito Bank & Trust
California
$773K – – –
DCM
1425
DGS Capital Management
New Jersey
$772K +$138K +367 +20%
55 56
57
58 59