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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1601
Cutler Group
California
$260K -$149K -367 -36%
BBVA
1602
Banco Bilbao Vizcaya Argentaria
Spain
$260K – – –
KF
1603
Krilogy Financial
Missouri
$259K -$36.1K -89 -12%
AFS
1604
Access Financial Services
Minnesota
$259K -$2.43K -6 -0.9%
CWA
1605
Cornerstone Wealth Advisors
Minnesota
$259K – – –
FA
1606
Fagan Associates
New York
$258K +$265K +653 New
IWP
1607
Icon Wealth Partners
Texas
$257K -$174K -430 -40%
ACM
1608
Advisors Capital Management
New Jersey
$257K – – –
FIB
1609
First Interstate Bank
Montana
$256K – – –
HW
1610
Hancock Whitney
Mississippi
$256K +$31.2K +77 +13%
DI
1611
Diligent Investors
California
$255K – – –
QPWM
1612
Quadrant Private Wealth Management
Pennsylvania
$254K -$109K -268 -29%
PTC
1613
Philadelphia Trust Company
Pennsylvania
$254K -$79.9K -197 -23%
APW
1614
Acima Private Wealth
Virginia
$250K +$196K +484 +323%
FNB
1615
Farmers National Bank
Kentucky
$249K +$294K +725 New
CG
1616
Corundum Group
Colorado
$248K -$1.33M -3,281 -84%
LWAM
1617
Legacy Wealth Asset Management
Minnesota
$247K – – –
SPI
1618
Santori & Peters Inc
Pennsylvania
$246K -$58.4K -144 -19%
GC
1619
Gibson Capital
Pennsylvania
$246K +$4.87K +12 +2%
AC
1620
Avestar Capital
New York
$246K +$252K +621 New
GA
1621
Gateway Advisory
New Jersey
$245K +$2.43K +6 +1%
UCI
1622
Uncommon Cents Investing
Wisconsin
$242K +$12.6K +31 +5%
BAMG
1623
Brand Asset Management Group
Missouri
$241K +$406 +1 +0.2%
FFWA
1624
FRG Family Wealth Advisors
Washington
$241K +$247K +610 New
SWMG
1625
Signature Wealth Management Group
Georgia
$236K +$243K +598 New
63 64
65
66 67