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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1451
Eldridge Investment Advisors
New Hampshire
$323K – – –
NFP
1452
Novak Financial Planning
Maryland
$323K – – –
PCFFS
1453
Pacific Center for Financial Services
California
$323K – – –
PFC
1454
Poplar Forest Capital
California
$323K +$23.4K +66 +8%
FFA
1455
Fi3 Financial Advisors
Indiana
$323K +$314K +886 New
LI
1456
Lafayette Investments
Maryland
$323K +$314K +886 New
CAG
1457
Curtis Advisory Group
California
$322K – – –
WAG
1458
Winthrop Advisory Group
Massachusetts
$321K -$101K -286 -25%
ADL
1459
Asset Dedication LLC
California
$320K -$37.9K -107 -11%
AFS
1460
Access Financial Services
Minnesota
$320K -$1.77K -5 -0.6%
SAM
1461
Strategy Asset Managers
California
$319K -$8.16K -23 -3%
AIM
1462
Arcadia Investment Management
Michigan
$319K +$40.4K +114 +15%
PAS
1463
Professional Advisory Services
Florida
$317K +$95K +268 +45%
PS
1464
Portfolio Solutions
Michigan
$316K -$19.9K -56 -6%
KWMG
1465
King Wealth Management Group
Florida
$311K – – –
BWA
1466
Burt Wealth Advisors
Maryland
$308K – – –
BBA
1467
Braun-Bostich & Associates
Pennsylvania
$308K +$79.8K +225 +36%
AAS
1468
Annex Advisory Services
Wisconsin
$307K -$22.7K -64 -7%
FI
1469
Financial Insights
Washington
$306K – – –
VFIC
1470
Valley Forge Investment Consultants
Pennsylvania
$306K +$1.06K +3 +0.4%
PTC
1471
Philadelphia Trust Company
Pennsylvania
$306K +$3.9K +11 +1%
CCM
1472
Carlson Capital Management
Minnesota
$304K +$32.3K +91 +12%
BAM
1473
Berkshire Asset Management
Pennsylvania
$302K -$55K -155 -16%
TWA
1474
TPB Wealth Advisors
Texas
$300K -$213K -600 -43%
PHAM
1475
Palisades Hudson Asset Management
Florida
$300K -$2.84K -8 -1%
57 58
59
60 61