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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1601
Curtis Advisory Group
California
$887K -$377K -922 -29%
PFA
1602
Plotkin Financial Advisors
Maryland
$886K +$60.5K +148 +7%
WAM
1603
Worth Asset Management
Texas
$885K +$922K +2,254 New
CPIA
1604
Cornell Pochily Investment Advisors
New York
$885K -$368K -899 -29%
SPFA
1605
Summit Place Financial Advisors
New Jersey
$885K -$10.6K -26 -1%
RDWM
1606
Red Door Wealth Management
Tennessee
$882K -$12.3K -30 -1%
CC
1607
Cannell & Co
New York
$878K +$47.8K +117 +6%
AC
1608
AIFG Consultants
New York
$877K -$126K -307 -12%
SPWM
1609
Schrum Private Wealth Management
Florida
$877K +$4.91K +12 +0.5%
EBA
1610
Eagle Bay Advisors
New York
$875K +$28.6K +70 +3%
MCM
1611
MV Capital Management
Maryland
$875K – – –
ATPW
1612
Ashton Thomas Private Wealth
Arizona
$873K +$245K +598 +37%
PI
1613
PFG Investments
New York
$873K +$13.1K +32 +1%
EF
1614
Exeter Financial
Arizona
$873K +$9.81K +24 +1%
CCG
1615
Coastwise Capital Group
California
$870K +$523K +1,278 +136%
CSI
1616
Cross Staff Investments
New York
$870K – – –
ST
1617
Sabal Trust
Florida
$868K +$23.7K +58 +3%
CWM
1618
Chemistry Wealth Management
New York
$867K +$114K +278 +14%
AA
1619
Alesco Advisors
New York
$863K +$124K +304 +16%
IFWM
1620
Institute for Wealth Management
Colorado
$862K -$66.7K -163 -7%
PGIM
1621
Pacific Global Investment Management
California
$858K -$2.86K -7 -0.3%
DE
1622
Day & Ennis
Georgia
$857K +$9.4K +23 +1%
DPI
1623
Diversified Portfolios Inc
Michigan
$857K +$290K +710 +48%
BIA
1624
Bigelow Investment Advisors
Maine
$856K – – –
SWM
1625
Segment Wealth Management
Texas
$855K – – –
63 64
65
66 67