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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Capital Wealth Management
Rhode Island
$2.14M -$71.4K -270 -3%
TF
527
TimeScale Financial
Massachusetts
$2.12M -$213K -806 -9%
OWA
528
Outlook Wealth Advisors
Texas
$2.12M +$547K +2,069 +36%
WPP
529
Whalerock Point Partners
Rhode Island
$2.08M +$49.5K +187 +2%
FFN
530
Focus Financial Network
Minnesota
$2.08M +$91.5K +346 +5%
MIH
531
Meitav Investment House
Israel
$2.07M -$17.4M -65,771 -90%
MPIA
532
Mountain Pacific Investment Advisers
Idaho
$2.02M +$1.99M +7,524 New
FNC
533
First National Corp
Massachusetts
$1.98M +$794 +3 +0%
CS
534
Cannell & Spears
New York
$1.97M +$529K +2,000 +38%
SNB
535
Security National Bank
Nebraska
$1.96M – – –
FMC
536
First Merchants Corp
Indiana
$1.95M +$199K +752 +12%
PWMAG
537
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M -$39.7K -150 -2%
LA
538
LVW Advisors
New York
$1.92M -$46.3K -175 -2%
AIIMS
539
Analyst IMS Investment Management Services
Israel
$1.91M +$447K +1,690 +31%
RTC
540
Riverview Trust Company
Washington
$1.89M – – –
ACM
541
Allred Capital Management
Texas
$1.89M +$117K +443 +7%
GCAC
542
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.89M +$1.52M +5,750 +509%
MCG
543
McCollum Christoferson Group
New York
$1.88M -$229K -865 -11%
JIC
544
Johnson Investment Counsel
Ohio
$1.86M +$280K +1,060 +18%
WS
545
Wedbush Securities
California
$1.86M +$159K +600 +10%
KTC
546
Kistler-Tiffany Companies
Pennsylvania
$1.85M -$43.9K -166 -2%
GBBWRPM
547
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.85M +$55.3K +209 +3%
BWFA
548
Baltimore-Washington Financial Advisors
Maryland
$1.84M -$9.26K -35 -0.5%
MAM
549
Meeder Asset Management
Ohio
$1.84M -$41K -155 -2%
SWM
550
Stockman Wealth Management
Montana
$1.83M – – –
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