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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1476
Beacon Financial Advisory
Ohio
$1.14M – – –
HWA
1477
HHM Wealth Advisors
Tennessee
$1.13M -$386 -1 -0%
SCA
1478
Stokes Capital Advisors
South Carolina
$1.13M -$50.2K -130 -4%
TFM
1479
TFC Financial Management
Massachusetts
$1.12M +$186K +483 +21%
WAM
1480
Weinberger Asset Management
California
$1.12M +$10.8K +28 +1%
BIA
1481
Benchmark Investment Advisors
Illinois
$1.12M -$111K -288 -9%
HF
1482
Halpern Financial
Virginia
$1.12M +$513K +1,330 +93%
BCA
1483
Bernzott Capital Advisors
California
$1.12M +$62.9K +163 +6%
AWM
1484
Accel Wealth Management
Iowa
$1.12M +$414K +1,072 +64%
IIC
1485
Ironwood Investment Counsel
Arizona
$1.11M -$4.24K -11 -0.4%
ZB
1486
Zions Bancorporation
Utah
$1.11M – – –
BFC
1487
Bedel Financial Consulting
Indiana
$1.11M +$11.2K +29 +1%
PAS
1488
Professional Advisory Services
Florida
$1.11M +$142K +367 +16%
MHB
1489
Midwest Heritage Bank
Iowa
$1.11M – – –
TWM
1490
Tolleson Wealth Management
Texas
$1.11M – – –
CPRC
1491
Consolidated Portfolio Review Corp
New York
$1.11M +$5.79K +15 +0.6%
SAM
1492
Summit Asset Management
Tennessee
$1.1M +$1.05M +2,713 New
CTWM
1493
Cherry Tree Wealth Management
Minnesota
$1.1M +$1.05M +2,709 New
SWM
1494
SFG Wealth Management
Maryland
$1.1M -$95.7K -248 -8%
PDM
1495
Penn Davis McFarland
Texas
$1.1M – – –
NMG
1496
New Millennium Group
Utah
$1.09M -$8.97M -23,260 -90%
BHIA
1497
Birch Hill Investment Advisors
Massachusetts
$1.09M -$19.3K -50 -2%
IAMOG
1498
Investors Asset Management of Georgia
Georgia
$1.09M – – –
CB
1499
Community Bank
New York
$1.09M -$76K -197 -7%
PD
1500
Planning Directions
Pennsylvania
$1.08M +$48.6K +126 +5%
58 59
60
61 62