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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
2076
GPS Wealth Strategies Group
Colorado
$510K -$110K -268 -19%
SFA
2077
Source Financial Advisors
New York
$510K -$1.21M -2,944 -72%
DFG
2078
Delta Financial Group
New Jersey
$508K +$84.7K +207 +22%
WA
2079
Wealth Alliance
New York
$507K +$7.78K +19 +2%
BHBT
2080
Burke & Herbert Bank & Trust
Virginia
$507K – – –
CGFA
2081
Colton Groome Financial Advisors
North Carolina
$504K +$473K +1,155 New
RFWA
2082
RPg Family Wealth Advisory
Massachusetts
$504K -$35.2K -86 -7%
FAG
2083
Fortitude Advisory Group
Washington
$503K +$2.87K +7 +0.6%
TGAM
2084
TBH Global Asset Management
Tennessee
$502K -$18K -44 -4%
FC
2085
Forte Capital
New York
$501K -$42.6K -104 -8%
DTC
2086
Davidson Trust Company
Washington
$501K +$60.6K +148 +15%
BP
2087
Broadleaf Partners
Ohio
$501K -$197K -482 -30%
LHWM
2088
Lake Hills Wealth Management
Texas
$500K – – –
EGA
2089
Eagle Global Advisors
Texas
$499K – – –
KIG
2090
Kennedy Investment Group
New Jersey
$498K +$232K +567 +99%
VAM
2091
Verity Asset Management
North Carolina
$498K -$18.4K -45 -4%
S
2092
Sachetta
Massachusetts
$498K +$466K +1,139 New
APF
2093
Alaska Permanent Fund
Alaska
$498K – – –
BRG
2094
Bay Rivers Group
Virginia
$496K +$2.87K +7 +0.6%
RFG
2095
Range Financial Group
Oregon
$496K +$3.69K +9 +0.8%
WHG
2096
Westwood Holdings Group
Texas
$496K – – –
SIM
2097
Sterling Investment Management
Arizona
$496K -$593K -1,448 -56%
HR
2098
Howe & Rusling
New York
$496K +$152K +371 +49%
RMC
2099
Resources Management Corp
Connecticut
$495K +$18.8K +46 +4%
UAG
2100
United Advisor Group
Ohio
$492K +$461K +1,125 New
82 83
84
85 86