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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
1501
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$861K – – –
CA
1502
CGN Advisors
Kansas
$859K -$65.7K -186 -7%
APIM
1503
Agate Pass Investment Management
Washington
$859K +$189K +536 +28%
PCTC
1504
Perkins Coie Trust Company
Washington
$859K -$12.4K -35 -1%
RIS
1505
Retirement Income Solutions
Michigan
$856K -$114K -322 -12%
MS
1506
Madden Securities
Texas
$856K – – –
FB
1507
Fulton Bank
Pennsylvania
$855K +$394K +1,116 +85%
BSAM
1508
Blue Square Asset Management
New York
$854K +$519K +1,468 +152%
JWBC
1509
J.W. Burns & Co
New York
$853K +$241K +682 +39%
TIM
1510
Tortoise Investment Management
New York
$851K +$134K +380 +19%
CWS
1511
Confluence Wealth Services
Pennsylvania
$849K -$141K -400 -14%
WA
1512
Waterford Advisors
New York
$847K +$851K +2,410 New
PWMG
1513
Prestige Wealth Management Group
New Jersey
$844K +$799K +2,263 +1,616%
RDFA
1514
Ritter Daniher Financial Advisory
Ohio
$844K +$152K +429 +22%
AWC
1515
Adamsbrown Wealth Consultants
Kansas
$843K -$7.77K -22 -0.9%
CC
1516
Copperleaf Capital
North Carolina
$840K +$409K +1,157 +94%
FANJ
1517
Financial Architects (New Jersey)
New Jersey
$837K +$14.8K +42 +2%
APP
1518
Avantax Planning Partners
Iowa
$837K +$121K +342 +17%
BAAM
1519
Baker Avenue Asset Management
California
$835K +$88.3K +250 +12%
PFA
1520
Plotkin Financial Advisors
Maryland
$833K -$25.1K -71 -3%
PG
1521
Prostatis Group
Maryland
$833K -$198K -560 -19%
RPCA
1522
Running Point Capital Advisors
California
$831K +$596K +1,688 +249%
I
1523
INVST
Indiana
$826K +$124K +352 +19%
LWM
1524
LJI Wealth Management
Indiana
$825K +$830K +2,349 New
GKWIM
1525
Gerber Kawasaki Wealth & Investment Management
California
$824K -$477K -1,351 -37%
59 60
61
62 63