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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1726
Bellwether Advisors
Nebraska
$366K – – –
HCMT
1727
Highland Capital Management (Tennessee)
Tennessee
$366K – – –
MFS
1728
Madrona Financial Services
Washington
$365K -$18.8K -50 -5%
BWA
1729
Burt Wealth Advisors
Maryland
$364K +$5.65K +15 +1%
BHWA
1730
Beacon Harbor Wealth Advisors
Virginia
$363K -$17.6M -46,783 -98%
KCM
1731
Kathmere Capital Management
Pennsylvania
$363K -$30.9K -82 -7%
SGK
1732
Steigerwald Gordon & Koch
Virginia
$363K -$8.66K -23 -2%
CWM
1733
Cahill Wealth Management
Michigan
$363K – – –
WSFS
1734
Wilmington Savings Fund Society
Delaware
$360K +$149K +395 +62%
TFP
1735
Tilia Fiduciary Partners
North Carolina
$358K -$19.6K -52 -5%
DBT
1736
Dubuque Bank & Trust
Iowa
$357K -$67.8K -180 -15%
BAM
1737
Berkshire Asset Management
Pennsylvania
$357K -$3.01K -8 -0.8%
BOPW
1738
Brandywine Oak Private Wealth
Pennsylvania
$356K – – –
BF
1739
Brooklyn FI
New York
$356K +$387K +1,026 New
BRG
1740
Bay Rivers Group
Virginia
$355K -$41.1K -109 -10%
GWSG
1741
GPS Wealth Strategies Group
Colorado
$354K -$41.1K -109 -10%
KM
1742
Kalos Management
Georgia
$354K -$29.8K -79 -8%
SN
1743
Sittner & Nelson
Oregon
$354K – – –
AA
1744
Alesco Advisors
New York
$354K +$91.2K +242 +31%
FAG
1745
Fortitude Advisory Group
Washington
$353K – – –
CWM
1746
Chesapeake Wealth Management
Virginia
$352K – – –
SF
1747
SBK Financial
Virginia
$351K – – –
HT
1748
HighTower Trust
Texas
$350K -$488K -1,295 -40%
IWS
1749
Insight Wealth Strategies
California
$349K – – –
UIA
1750
Ulland Investment Advisors
Minnesota
$348K +$7.53K +20 +2%
68 69
70
71 72