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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
551
Alesco Advisors
New York
$1.82M +$137K +519 +8%
APC
552
Aspire Private Capital
North Carolina
$1.81M +$170K +642 +11%
SW
553
SVB Wealth
Massachusetts
$1.8M +$1.77M +6,706 New
CCB
554
Cutter & Co Brokerage
Missouri
$1.8M +$73.8K +279 +4%
NG
555
Northstar Group
New York
$1.78M +$392K +1,480 +29%
JGIA
556
Jackson Grant Investment Advisers
Connecticut
$1.77M – – –
SCA
557
Stokes Capital Advisors
South Carolina
$1.77M – – –
FNT
558
First National Trust
Pennsylvania
$1.77M -$706K -2,669 -29%
WDL
559
Well Done LLC
Michigan
$1.76M +$56.1K +212 +3%
RWM
560
RKL Wealth Management
Pennsylvania
$1.75M -$38.4K -145 -2%
MWM
561
Merriman Wealth Management
Washington
$1.75M +$27K +102 +2%
GC
562
Gratus Capital
Georgia
$1.75M -$480K -1,815 -22%
BA
563
Bristlecone Advisors
Washington
$1.75M – – –
MA
564
Montag & Associates
Georgia
$1.74M +$63.5K +240 +4%
HH
565
Hilltop Holdings
Texas
$1.72M -$86K -325 -5%
FDCC
566
Foster Dykema Cabot & Co
Massachusetts
$1.72M – – –
AWM
567
Altavista Wealth Management
North Carolina
$1.72M +$46.6K +176 +3%
FTI
568
Fiduciary Trust International
Massachusetts
$1.72M +$893K +3,375 +113%
POIA
569
Pin Oak Investment Advisors
Texas
$1.71M – – –
SC
570
Stratford Consulting
Texas
$1.71M -$81.7K -309 -5%
BRWM
571
B. Riley Wealth Management
Tennessee
$1.7M -$32.5K -123 -2%
ZCA
572
Zeke Capital Advisors
Pennsylvania
$1.7M +$98.7K +373 +6%
WT
573
Whittier Trust
California
$1.69M – – –
TAM
574
Todd Asset Management
Kentucky
$1.69M – – –
MWA
575
Martel Wealth Advisors
Washington
$1.68M -$133K -502 -7%
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