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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1801
Gradient Investments
Minnesota
$582K -$22.1K -54 -4%
AA
1802
Axiom Advisory
California
$581K -$3.27K -8 -0.5%
RPCONE
1803
Retirement Planning Company of New England
Rhode Island
$581K -$703K -1,720 -54%
LG
1804
LAM Group
Oregon
$579K – – –
CG
1805
Cutler Group
California
$578K +$602K +1,473 New
TNAM
1806
Terra Nova Asset Management
New York
$578K – – –
AWA
1807
Acorn Wealth Advisors
Michigan
$578K +$42.1K +103 +8%
OIM
1808
Opus Investment Management
Massachusetts
$577K – – –
HCMT
1809
Highland Capital Management (Tennessee)
Tennessee
$576K +$40.9K +100 +7%
RPWA
1810
Regent Peak Wealth Advisors
Georgia
$575K -$8.18K -20 -1%
HCM
1811
Hengehold Capital Management
Ohio
$573K +$1.64K +4 +0.3%
1SB
1812
1ST Source Bank
Indiana
$573K -$818 -2 -0.1%
MWP
1813
Madison Wealth Partners
Wisconsin
$573K – – –
LGG
1814
Luts & Greenleigh Group
Maryland
$572K -$87.1K -213 -13%
BWM
1815
Baystate Wealth Management
Massachusetts
$571K +$69.1K +169 +13%
CAM
1816
Congress Asset Management
Massachusetts
$571K – – –
BFP
1817
Beacon Financial Planning
Massachusetts
$570K +$2.45K +6 +0.4%
FWM
1818
Fairhaven Wealth Management
Illinois
$570K – – –
GS
1819
GTS Securities
Florida
$569K -$1.58M -3,876 -73%
ASW
1820
Astoria Strategic Wealth
Texas
$565K +$106K +259 +22%
CFG
1821
Cooper Financial Group
California
$564K -$124K -304 -17%
GWSG
1822
GPS Wealth Strategies Group
Colorado
$564K -$19.6K -48 -3%
AWC
1823
Abundance Wealth Counselors
Pennsylvania
$562K +$585K +1,430 New
MIC
1824
Meridian Investment Counsel
California
$560K +$6.54K +16 +1%
BAM
1825
Berkshire Asset Management
Pennsylvania
$558K +$1.23K +3 +0.2%
71 72
73
74 75