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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1601
Girard Partners
Pennsylvania
$500K +$67.8K +180 +14%
PFG
1602
Pacific Financial Group
Washington
$499K -$2.61M -6,918 -83%
P
1603
&Partners
Tennessee
$498K – – –
RFN
1604
RDA Financial Network
Iowa
$496K -$68.2K -181 -11%
DIP
1605
DT Investment Partners
Pennsylvania
$496K +$292K +774 +118%
RDFA
1606
Ritter Daniher Financial Advisory
Ohio
$494K +$60.3K +160 +13%
EGA
1607
Eagle Global Advisors
Texas
$493K +$47.1K +125 +10%
MTIC
1608
Missouri Trust & Investment Company
Missouri
$492K -$9.42K -25 -2%
BFA
1609
BMS Financial Advisors
South Dakota
$492K +$16.2K +43 +4%
MIC
1610
Meridian Investment Counsel
California
$489K – – –
WW
1611
Westshore Wealth
California
$489K +$25.2K +67 +5%
AAP
1612
Arax Advisory Partners
Colorado
$489K +$33.2K +88 +7%
ERWM
1613
Elk River Wealth Management
Colorado
$488K -$27.5K -73 -5%
SFG
1614
SNS Financial Group
Minnesota
$484K +$26.4K +70 +5%
BWA
1615
Bordeaux Wealth Advisors
California
$483K +$10.9K +29 +2%
GA
1616
GFS Advisors
Texas
$482K – – –
GWA
1617
Geometric Wealth Advisors
District of Columbia
$481K -$220K -585 -30%
MW
1618
MBL Wealth
North Carolina
$481K – – –
LWCFA
1619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$481K +$135K +358 +35%
CPA
1620
Court Place Advisors
Maryland
$480K -$23K -61 -4%
WAG
1621
Winthrop Advisory Group
Massachusetts
$479K -$6.4K -17 -1%
VWA
1622
VERITY Wealth Advisors
United States
$475K +$516K +1,370 New
BAS
1623
Brown Advisory Securities
Maryland
$473K -$871K -2,312 -63%
LB
1624
Leo Brokerage
Texas
$473K -$115K -304 -18%
CFG
1625
Cooper Financial Group
California
$472K -$13.2K -35 -3%
63 64
65
66 67