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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
PRW Wealth Management
Massachusetts
$749K -$6.96K -17 -0.9%
CWMGP
1502
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$748K – – –
PP
1503
Palladium Partners
Virginia
$748K +$23.3K +57 +3%
PAS
1504
Professional Advisory Services
Florida
$745K +$79K +193 +12%
AIA
1505
Arcadia Investment Advisors
Idaho
$743K – – –
RCA
1506
Reitz Capital Advisors
Michigan
$743K -$242K -590 -25%
IFA
1507
Index Fund Advisors
California
$740K +$6.14K +15 +0.8%
1IA
1508
1834 Investment Advisors
Wisconsin
$738K -$12.7K -31 -2%
MWAM
1509
Manhattan West Asset Management
California
$735K -$741K -1,809 -51%
SVCP
1510
Silicon Valley Capital Partners
California
$734K +$254K +620 +54%
LP
1511
LGL Partners
Pennsylvania
$733K – – –
TFA
1512
Toth Financial Advisory
Virginia
$732K -$33.6K -82 -4%
FANJ
1513
Financial Architects (New Jersey)
New Jersey
$732K -$8.6K -21 -1%
RWA
1514
Redhawk Wealth Advisors
Minnesota
$729K -$19.5M -47,570 -96%
AWM
1515
Alterna Wealth Management
Texas
$727K +$717K +1,751 New
HF
1516
Halpern Financial
Virginia
$722K -$6.14K -15 -0.9%
DFC
1517
DBK Financial Counsel
Ohio
$720K -$24.6K -60 -3%
FOA
1518
Five Oceans Advisors
California
$720K +$38.1K +93 +6%
HH
1519
Hilltop Holdings
Texas
$715K – – –
NCM
1520
Northwest Capital Management
Oregon
$715K +$819 +2 +0.1%
TFM
1521
TFC Financial Management
Massachusetts
$714K – – –
FB
1522
Fulton Bank
Pennsylvania
$712K +$2.05K +5 +0.3%
PWA
1523
Peterson Wealth Advisors
Utah
$710K -$2.46K -6 -0.3%
OIM
1524
Opus Investment Management
Massachusetts
$706K – – –
HWA
1525
HHM Wealth Advisors
Tennessee
$705K +$409 +1 +0.1%
59 60
61
62 63