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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1601
Compass Advisory Group
New York
$3.4M +$78.8K +150 +3%
THCM
1602
Taylor Hoffman Capital Management
Virginia
$3.39M -$29.4K -56 -0.9%
GCM
1603
Gallacher Capital Management
Colorado
$3.39M -$617K -1,174 -16%
AI
1604
Auour Investments
Massachusetts
$3.38M +$28.9K +55 +0.9%
KGP
1605
Keystone Global Partners
Colorado
$3.37M -$282K -537 -8%
DFC
1606
DB Fitzpatrick & Co
Idaho
$3.36M +$96.2K +183 +3%
AIC
1607
Archer Investment Corporation
Indiana
$3.36M +$124K +236 +4%
OWM
1608
Orgel Wealth Management
Wisconsin
$3.36M +$271K +515 +10%
FC
1609
Financial Consulate
Maryland
$3.36M +$2.1K +4 +0.1%
BW
1610
BIP Wealth
Georgia
$3.36M +$190K +362 +7%
LA
1611
LVW Advisors
New York
$3.35M +$49.9K +95 +2%
NFG
1612
Nations Financial Group
Iowa
$3.35M +$104K +198 +3%
BWCS
1613
Beirne Wealth Consulting Services
Connecticut
$3.34M +$1.58M +3,000 +105%
RC
1614
Rexford Capital
Texas
$3.33M +$3.08M +5,861 New
HWM
1615
Hemington Wealth Management
Virginia
$3.33M – – –
GIA
1616
GHP Investment Advisors
Colorado
$3.32M +$145K +276 +5%
BPFA
1617
Barnes Pettey Financial Advisors
Mississippi
$3.31M +$234K +446 +8%
IWN
1618
Independent Wealth Network
Iowa
$3.31M -$129K -246 -4%
BC
1619
Bakala Capital
South Carolina
$3.29M -$92K -175 -3%
TWA
1620
Trellis Wealth Advisors
California
$3.27M – – –
LI
1621
LifeWealth Investments
Florida
$3.26M -$359K -683 -11%
LKWM
1622
Lee-Kelleher Wealth Management
Maryland
$3.26M -$131K -250 -4%
KPWG
1623
KFA Private Wealth Group
Virginia
$3.26M +$306K +583 +11%
RMP
1624
Richards, Merrill & Peterson
Washington
$3.24M +$1.01M +1,929 +51%
PAG
1625
Private Advisory Group
Washington
$3.22M -$18.9K -36 -0.6%
63 64
65
66 67