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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SVB Wealth
Massachusetts
$1.8M +$1.77M +6,706 New
CCB
552
Cutter & Co Brokerage
Missouri
$1.8M +$73.8K +279 +4%
NG
553
Northstar Group
New York
$1.78M +$392K +1,480 +29%
JGIA
554
Jackson Grant Investment Advisers
Connecticut
$1.77M – – –
SCA
555
Stokes Capital Advisors
South Carolina
$1.77M – – –
FNT
556
First National Trust
Pennsylvania
$1.77M -$706K -2,669 -29%
WDL
557
Well Done LLC
Michigan
$1.76M +$56.1K +212 +3%
RWM
558
RKL Wealth Management
Pennsylvania
$1.75M -$38.4K -145 -2%
GC
559
Gratus Capital
Georgia
$1.75M -$480K -1,815 -22%
BA
560
Bristlecone Advisors
Washington
$1.75M – – –
MA
561
Montag & Associates
Georgia
$1.74M +$63.5K +240 +4%
HH
562
Hilltop Holdings
Texas
$1.72M -$86K -325 -5%
FDCC
563
Foster Dykema Cabot & Co
Massachusetts
$1.72M – – –
AWM
564
Altavista Wealth Management
North Carolina
$1.72M +$46.6K +176 +3%
FTI
565
Fiduciary Trust International
Massachusetts
$1.72M +$893K +3,375 +113%
POIA
566
Pin Oak Investment Advisors
Texas
$1.71M – – –
SC
567
Stratford Consulting
Texas
$1.71M -$81.7K -309 -5%
ZCA
568
Zeke Capital Advisors
Pennsylvania
$1.7M +$98.7K +373 +6%
WT
569
Whittier Trust
California
$1.69M – – –
TAM
570
Todd Asset Management
Kentucky
$1.69M – – –
MWA
571
Martel Wealth Advisors
Washington
$1.68M -$133K -502 -7%
TYCC
572
Texas Yale Capital Corp
Florida
$1.67M -$1.64M -6,206 -50%
CCT
573
Capital City Trust
Florida
$1.67M – – –
BIM
574
Bridges Investment Management
Nebraska
$1.64M – – –
AJ
575
Ashburton (Jersey)
Jersey
$1.64M +$1.01M +3,810 +167%
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