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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
1701
Tillman Hartley LLC
Colorado
$561K -$11.7K -32 -2%
AAS
1702
Annex Advisory Services
Wisconsin
$560K +$18.7K +51 +4%
PWAG
1703
Polaris Wealth Advisory Group
California
$559K +$12.1K +33 +2%
RPWA
1704
Regent Peak Wealth Advisors
Georgia
$558K – – –
LA
1705
Lane & Associates
New Jersey
$558K +$48K +131 +10%
CCM
1706
Cutler Capital Management
Massachusetts
$555K +$218K +594 +67%
FFA
1707
Founders Financial Alliance
North Carolina
$555K -$110K -300 -17%
OIM
1708
Opus Investment Management
Massachusetts
$553K – – –
DWM
1709
Darwin Wealth Management
Florida
$551K -$67.1K -183 -11%
LB
1710
Legacy Bridge
Iowa
$550K – – –
1SB
1711
1ST Source Bank
Indiana
$549K -$88.8K -242 -14%
PAMG
1712
Patton Albertson Miller Group
Tennessee
$549K -$14.7K -40 -3%
BWA
1713
Bordeaux Wealth Advisors
California
$547K -$2.22M -6,059 -81%
CAM
1714
Congress Asset Management
Massachusetts
$547K – – –
HCM
1715
Hengehold Capital Management
Ohio
$546K +$1.1K +3 +0.2%
TCWA
1716
Ten Capital Wealth Advisors
Washington
$545K +$464K +1,265 +684%
NAM
1717
NorthCrest Asset Manangement
Minnesota
$544K +$85.1K +232 +19%
BFP
1718
Beacon Financial Planning
Massachusetts
$544K +$2.2K +6 +0.4%
AAP
1719
Arax Advisory Partners
Colorado
$543K +$56.1K +153 +12%
KCFA
1720
Key Client Fiduciary Advisors
New Jersey
$542K -$16.5K -45 -3%
SKK
1721
Shepherd Kaplan Krochuk
Massachusetts
$540K +$74.8K +204 +17%
HF
1722
Halpern Financial
Virginia
$535K -$130K -354 -20%
MIC
1723
Meridian Investment Counsel
California
$530K – – –
GWSG
1724
GPS Wealth Strategies Group
Colorado
$530K +$517K +1,410 New
WA
1725
Waterford Advisors
New York
$530K -$367K -1,001 -42%
67 68
69
70 71