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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1501
Investment Advisory Group
Massachusetts
$2.1M +$20.7K +43 +1%
BIA
1502
Bell Investment Advisors
California
$2.09M -$497K -1,032 -20%
VC
1503
Veery Capital
Delaware
$2.09M +$14.4K +30 +0.7%
EGA
1504
E&G Advisors
Texas
$2.09M – – –
MCWS
1505
McKinley Carter Wealth Services
West Virginia
$2.08M +$62.1K +129 +3%
RWP
1506
Revolve Wealth Partners
New Jersey
$2.08M -$45.2K -94 -2%
BWA
1507
Burt Wealth Advisors
Maryland
$2.08M – – –
FIM
1508
Freedom Investment Management
Connecticut
$2.06M -$59.2K -123 -3%
MW
1509
Members Wealth
Pennsylvania
$2.05M +$1.73M +3,592 New
MBT
1510
Montecito Bank & Trust
California
$2.05M -$248K -515 -11%
WP
1511
WMS Partners
Maryland
$2.04M -$62.6K -130 -3%
FSWA
1512
Financial Synergies Wealth Advisors
Texas
$2.04M -$32.7K -68 -2%
HIA
1513
HTG Investment Advisors
Connecticut
$2.04M – – –
CIAS
1514
Capital Investment Advisory Services
North Carolina
$2.03M +$163K +338 +9%
CMANY
1515
Capital Management Associates (New York)
New York
$2.03M -$65.4K -136 -3%
WA
1516
WBH Advisory
Maryland
$2.03M -$44.3K -92 -2%
TFA
1517
Teamwork Financial Advisors
Texas
$2.02M -$64K -133 -3%
FIB
1518
First Interstate Bank
Montana
$2.01M +$37.1K +77 +2%
VBWMG
1519
Von Berge Wealth Management Group
California
$2.01M +$18.8K +39 +1%
PBK
1520
Peoples Bank (Kansas)
Kansas
$2.01M -$12K -25 -0.6%
GHA
1521
GW Henssler & Associates
Georgia
$2M – – –
NFP
1522
Narus Financial Partners
Utah
$2M +$139K +288 +8%
ZIG
1523
Zullo Investment Group
Pennsylvania
$2M -$96.7K -201 -5%
CW
1524
Channel Wealth
California
$1.99M +$91.4K +190 +5%
TCMP
1525
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.99M -$38.6M -80,114 -95%
59 60
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