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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1451
Verdence Capital Advisors
Maryland
$330K -$7.45K -21 -2%
CPC
1452
Consolidated Planning Corp
Georgia
$330K – – –
MGWM
1453
Marks Group Wealth Management
Minnesota
$330K – – –
MWA
1454
Meridian Wealth Advisors
Texas
$329K – – –
RPWA
1455
Regent Peak Wealth Advisors
Georgia
$324K +$7.45K +21 +2%
EIA
1456
Eldridge Investment Advisors
New Hampshire
$323K – – –
NFP
1457
Novak Financial Planning
Maryland
$323K – – –
PCFFS
1458
Pacific Center for Financial Services
California
$323K – – –
PFC
1459
Poplar Forest Capital
California
$323K +$23.4K +66 +8%
FFA
1460
Fi3 Financial Advisors
Indiana
$323K +$314K +886 New
LI
1461
Lafayette Investments
Maryland
$323K +$314K +886 New
CAG
1462
Curtis Advisory Group
California
$322K – – –
WAG
1463
Winthrop Advisory Group
Massachusetts
$321K -$101K -286 -25%
ADL
1464
Asset Dedication LLC
California
$320K -$37.9K -107 -11%
AFS
1465
Access Financial Services
Minnesota
$320K -$1.77K -5 -0.6%
SAM
1466
Strategy Asset Managers
California
$319K -$8.16K -23 -3%
AIM
1467
Arcadia Investment Management
Michigan
$319K +$40.4K +114 +15%
PAS
1468
Professional Advisory Services
Florida
$317K +$95K +268 +45%
PS
1469
Portfolio Solutions
Michigan
$316K -$19.9K -56 -6%
KWMG
1470
King Wealth Management Group
Florida
$311K – – –
BWA
1471
Burt Wealth Advisors
Maryland
$308K – – –
BBA
1472
Braun-Bostich & Associates
Pennsylvania
$308K +$79.8K +225 +36%
AAS
1473
Annex Advisory Services
Wisconsin
$307K -$22.7K -64 -7%
FI
1474
Financial Insights
Washington
$306K – – –
VFIC
1475
Valley Forge Investment Consultants
Pennsylvania
$306K +$1.06K +3 +0.4%
57 58
59
60 61