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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1876
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K +$260K +616 New
GA
1877
Gateway Advisory
New Jersey
$268K -$2.53K -6 -1%
WP
1878
Wealthspan Partners
Iowa
$268K +$259K +614 New
FFWA
1879
FRG Family Wealth Advisors
Washington
$266K – – –
IIL
1880
Insight Inv LLC
California
$266K +$257K +609 New
D
1881
Drystone
Virginia
$266K +$257K +610 New
HWA
1882
HCR Wealth Advisors
California
$265K +$11.4K +27 +5%
GCP
1883
Gill Capital Partners
Colorado
$264K -$303K -717 -54%
CAM
1884
Claret Asset Management
Quebec, Canada
$263K +$254K +602 New
SOAG
1885
Silver Oak Advisory Group
Oregon
$263K +$254K +602 New
TA
1886
Trellis Advisors
Washington
$263K +$255K +603 New
RW
1887
RVW Wealth
California
$262K +$422 +1 +0.2%
CFA
1888
Camarda Financial Advisors
Florida
$262K +$253K +600 New
FFM
1889
Forum Financial Management
Illinois
$262K +$254K +601 New
FA
1890
Fagan Associates
New York
$261K -$23.2K -55 -8%
SWMG
1891
Signature Wealth Management Group
Georgia
$261K – – –
LF
1892
Lee Financial
Texas
$261K +$220K +521 +677%
ASC
1893
Atalanta Sosnoff Capital
New York
$260K -$29.5K -70 -11%
GAM
1894
Grandview Asset Management
Pennsylvania
$258K +$250K +592 New
NEGWA
1895
New England Guild Wealth Advisors
Connecticut
$256K – – –
BWM
1896
Baystate Wealth Management
Massachusetts
$254K -$57.8K -137 -19%
HWA
1897
Heritage Wealth Advisors
Virginia
$254K – – –
VWM
1898
Valley Wealth Managers
New Jersey
$254K +$422 +1 +0.2%
SPI
1899
Santori & Peters Inc
Pennsylvania
$252K -$19.4K -46 -7%
DI
1900
Diligent Investors
California
$251K -$31.2K -74 -11%
74 75
76
77 78