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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
1476
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$787K +$761K +1,802 New
DFC
1477
DBK Financial Counsel
Ohio
$783K +$757K +1,794 New
AIA
1478
Arcadia Investment Advisors
Idaho
$781K – – –
FANJ
1479
Financial Architects (New Jersey)
New Jersey
$779K -$6.33K -15 -0.8%
1WM
1480
1900 Wealth Management
Texas
$775K -$277K -657 -27%
IFA
1481
Index Fund Advisors
California
$772K +$746K +1,768 New
LP
1482
LGL Partners
Pennsylvania
$771K – – –
TIAM2
1483
Tru Independence Asset Management 2
Oregon
$771K +$54.9K +130 +8%
SC
1484
Sawyer & Company
Massachusetts
$770K -$64.6K -153 -8%
AIM
1485
Axiom Investment Management
New York
$766K – – –
HF
1486
Halpern Financial
Virginia
$766K -$11.8K -28 -2%
PP
1487
Palladium Partners
Virginia
$761K +$2.11K +5 +0.3%
GCM
1488
Gables Capital Management
Florida
$760K – – –
DTC
1489
Davidson Trust Company
Washington
$760K +$451K +1,068 +159%
FF
1490
Financial Futures
New Jersey
$759K +$734K +1,738 New
IFG
1491
Investors Financial Group
Minnesota
$756K -$461K -1,092 -39%
PGAM
1492
Princeton Global Asset Management
New Jersey
$756K – – –
GKWIM
1493
Gerber Kawasaki Wealth & Investment Management
California
$752K +$37.1K +88 +5%
TFM
1494
TFC Financial Management
Massachusetts
$751K +$422 +1 +0.1%
HH
1495
Hilltop Holdings
Texas
$751K +$38K +90 +6%
PWA
1496
Peterson Wealth Advisors
Utah
$749K +$3.8K +9 +0.5%
FB
1497
Fulton Bank
Pennsylvania
$746K +$14.8K +35 +2%
RWM
1498
Refined Wealth Management
Utah
$746K +$152K +360 +27%
PNAA
1499
Pictet North America Advisors
Switzerland
$745K +$31.2K +74 +5%
OIM
1500
Opus Investment Management
Massachusetts
$742K – – –
58 59
60
61 62