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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
501
Eudaimonia Partners
Tennessee
$10.5M +$1.57M +3,875 +17%
MI
502
Mercer Investments
Massachusetts
$10.4M +$35.7K +88 +0.3%
SLT
503
St Louis Trust
Missouri
$10.4M -$919K -2,266 -8%
LIA
504
LBMC Investment Advisors
Tennessee
$10.4M +$33.9M +83,670 +314%
FNT
505
First National Trust
Pennsylvania
$10.4M +$11.8K +29 +0.1%
PB
506
Pinnacle Bancorp
Nebraska
$10.3M +$9.8M +24,144 +1,265%
NFG
507
Next Financial Group
Texas
$10.3M +$184K +453 +2%
BSSFA
508
Baron Silver Stevens Financial Advisors
Florida
$10.3M +$661K +1,630 +7%
KPCM
509
Kings Point Capital Management
New York
$10.2M +$70.6K +174 +0.7%
KFGK
510
Keystone Financial Group (Kentucky)
Kentucky
$10.2M +$2.84K +7 +0%
GC
511
Guggenheim Capital
Illinois
$10.2M -$2.07M -5,106 -16%
OFG
512
Oxford Financial Group
Indiana
$10.2M +$30.4K +75 +0.3%
SMC
513
Smith, Moore & Co
Missouri
$10.2M +$254K +625 +2%
TFCP
514
Twin Focus Capital Partners
Massachusetts
$10.2M -$613K -1,511 -6%
MW
515
Marcum Wealth
Ohio
$10.2M +$35.3K +87 +0.3%
NB
516
NBT Bank
New York
$10.1M – – –
VVP
517
Venture Visionary Partners
Ohio
$10.1M +$3.69M +9,083 +55%
PWM
518
Perigon Wealth Management
California
$10.1M +$353K +869 +4%
G
519
Gainplan
Michigan
$10M +$293K +721 +3%
KAH
520
Kathryn A. Hall
$9.96M +$1.22M +3,000 +13%
BEAM
521
Baker Ellis Asset Management
Washington
$9.96M -$583K -1,438 -5%
WI
522
Wintrust Investments
Illinois
$9.85M -$99K -244 -1%
SFG
523
Sunburst Financial Group
Alabama
$9.84M -$3.25K -8 -0%
BSB
524
Bangor Savings Bank
Maine
$9.76M -$176K -435 -2%
LNWTC
525
Laird Norton Wetherby Trust Company
Washington
$9.75M -$1.46M -3,610 -13%
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