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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$1.06M +$125K +521 +14%
LA
502
LVW Advisors
New York
$1.06M – – –
RPC
503
Rossmore Private Capital
Connecticut
$1.06M +$1.03M +4,307 New
GA
504
Greytown Advisors
Florida
$1.05M – – –
GC
505
Gibson Capital
Pennsylvania
$1.05M – – –
BAM
506
Barrett Asset Management
New York
$1.04M – – –
BJL
507
Brighton Jones LLC
Washington
$1.03M -$4.54K -19 -0.4%
CCM
508
Colorado Capital Management
Colorado
$1.03M – – –
HCA
509
Horan Capital Advisors
Ohio
$1.02M -$15.1K -63 -1%
CS
510
Cannell & Spears
New York
$1.01M +$92K +385 +10%
HL
511
HeadInvest LLC
Maine
$1.01M – – –
MBT
512
Montecito Bank & Trust
California
$995K +$228K +954 +31%
ZCA
513
Zeke Capital Advisors
Pennsylvania
$991K +$516K +2,157 +114%
WWM
514
Windsor Wealth Management
Indiana
$986K +$961K +4,021 New
VHAM
515
Van Hulzen Asset Management
California
$984K -$199K -831 -17%
BMO
516
Beck Mack & Oliver
New York
$977K -$4.78K -20 -0.5%
CCMG
517
Clark Capital Management Group
Pennsylvania
$977K +$952K +3,982 New
NAMP
518
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$971K +$59.8K +250 +7%
CIA
519
Choate Investment Advisors
Massachusetts
$966K – – –
EB
520
Eastern Bank
Massachusetts
$965K – – –
CB
521
Community Bank
New York
$956K +$454K +1,899 +95%
AF
522
Affiance Financial
Minnesota
$939K +$22.7K +95 +3%
RT
523
Rockland Trust
Massachusetts
$936K – – –
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$924K – – –
CAMG
525
CWA Asset Management Group
Florida
$920K +$125K +524 +16%
19 20
21
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