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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1651
Gries Financial
Ohio
$1.2M +$802K +1,958 +250%
PWA
1652
Physician Wealth Advisors
Utah
$1.2M -$275K -671 -20%
MGWM
1653
Marks Group Wealth Management
Minnesota
$1.2M -$3.17M -7,746 -74%
HGERS
1654
Householder Group Estate & Retirement Specialist
Arizona
$1.19M +$24.2K +59 +2%
AFA
1655
AA Financial Advisors
Ohio
$1.19M +$1.12M +2,731 New
RRCM
1656
Rappaport Reiches Capital Management
Illinois
$1.19M +$116K +283 +12%
ZB
1657
Zions Bancorporation
Utah
$1.19M – – –
I
1658
IMPACTfolio
Colorado
$1.19M -$85.2K -208 -7%
TAM
1659
Tocqueville Asset Management
New York
$1.19M +$79.8K +195 +8%
NFP
1660
Narus Financial Partners
Utah
$1.19M +$224K +548 +25%
VF
1661
VitalStone Financial
Texas
$1.18M +$4.09K +10 +0.4%
ETIA
1662
Epic Trust Investment Advisors
Washington
$1.18M -$488K -1,192 -31%
CGA
1663
Crescent Grove Advisors
Illinois
$1.18M -$16.4K -40 -1%
AA
1664
Apriem Advisors
California
$1.17M +$48.3K +118 +5%
LWM
1665
LJI Wealth Management
Indiana
$1.16M -$55.3K -135 -5%
BFA
1666
Bragg Financial Advisors
North Carolina
$1.16M +$5.73K +14 +0.5%
WMR
1667
Wealth Management Resources
Rhode Island
$1.16M +$86.4K +211 +9%
MM
1668
Meridian Management
Arkansas
$1.15M – – –
MIP
1669
Marietta Investment Partners
Wisconsin
$1.15M – – –
OWM
1670
Orgel Wealth Management
Wisconsin
$1.15M -$156K -381 -13%
1SB
1671
1ST Source Bank
Indiana
$1.15M +$480K +1,172 +80%
GC
1672
Gratus Capital
Georgia
$1.15M -$676K -1,651 -39%
GCP
1673
Gill Capital Partners
Colorado
$1.15M +$392K +958 +57%
SP
1674
Saranac Partners
$1.14M +$1.07M +2,615 New
NA
1675
Nottingham Advisors
New York
$1.14M +$54.5K +133 +5%
65 66
67
68 69