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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1726
Greenspring Advisors
Maryland
$427K -$46.7K -114 -10%
LWCFA
1727
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$427K +$385K +940 +1,068%
BOPW
1728
Brandywine Oak Private Wealth
Pennsylvania
$426K +$65.1K +159 +18%
BWA
1729
Beam Wealth Advisors
Louisiana
$425K -$61K -149 -13%
VF
1730
Vista Finance
Missouri
$424K +$224K +547 +115%
RSS
1731
Rosenblum Silverman Sutton
California
$424K +$418K +1,022 New
SN
1732
Sittner & Nelson
Oregon
$423K -$242K -590 -37%
FAG
1733
Fortitude Advisory Group
Washington
$422K +$21.7K +53 +5%
KIG
1734
Kowal Investment Group
Wisconsin
$421K -$70K -171 -14%
CWM
1735
Chesapeake Wealth Management
Virginia
$421K – – –
EIA
1736
Eldridge Investment Advisors
New Hampshire
$421K +$409 +1 +0.1%
SF
1737
SBK Financial
Virginia
$420K +$10.6K +26 +3%
NCM
1738
Neumann Capital Management
California
$420K +$414K +1,012 New
MAM
1739
McLean Asset Management
Virginia
$419K -$87.2K -213 -17%
AWP
1740
Accretive Wealth Partners
New Jersey
$419K -$7.37K -18 -2%
IWS
1741
Insight Wealth Strategies
California
$417K +$1.64K +4 +0.4%
EL
1742
EMFO LLC
Florida
$415K – – –
FTC
1743
Farmers Trust Company
Ohio
$415K – – –
HPWA
1744
Hall Private Wealth Advisors
North Carolina
$415K – – –
HFM
1745
Hartford Financial Management
Connecticut
$415K – – –
SFWC
1746
Strategic Family Wealth Counselors
New Jersey
$415K – – –
WKWM
1747
Walter & Keenan Wealth Management
Indiana
$415K +$16K +39 +4%
TI
1748
tru Independence
Oregon
$413K – – –
XF
1749
XML Financial
Maryland
$409K -$37.3K -91 -8%
MFA
1750
Morling Financial Advisors
California
$409K -$12.3K -30 -3%
68 69
70
71 72