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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
576
Bar Harbor Trust Services
Maine
$298K -$44K -200 -13%
BAM
577
Berkshire Asset Management
Pennsylvania
$296K +$293K +1,332 New
SFSG
578
Stearns Financial Services Group
North Carolina
$295K -$56.3K -256 -16%
OWM
579
Orgel Wealth Management
Wisconsin
$292K -$191K -866 -40%
CAM
580
Cidel Asset Management
Ontario, Canada
$290K – – –
AF
581
Allworth Financial
California
$288K – – –
NGA
582
Naples Global Advisors
Florida
$286K – – –
LWA
583
Lenox Wealth Advisors
New York
$282K +$15.4K +70 +6%
EWA
584
EP Wealth Advisors
California
$282K +$280K +1,270 New
BWFA
585
Baltimore-Washington Financial Advisors
Maryland
$278K +$276K +1,254 New
TG
586
Threshold Group
Washington
$276K +$29.1K +132 +12%
LIA
587
LS Investment Advisors
Michigan
$273K +$220K +1,000 +439%
CSIC
588
Clifford Swan Investment Counsel
California
$271K +$269K +1,221 New
AP
589
Appleton Partners
Massachusetts
$269K -$120K -545 -31%
FC
590
FCA Corp
Texas
$269K -$22K -100 -8%
DMC
591
Drexel Morgan & Co
Pennsylvania
$269K – – –
SWA
592
SFMG Wealth Advisors
Texas
$267K – – –
PNAA
593
Pictet North America Advisors
Switzerland
$266K -$550K -2,500 -68%
CC
594
Capital Counsel
New York
$266K – – –
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$265K -$13.6K -62 -5%
IF
596
IRON Financial
Illinois
$262K +$260K +1,181 New
MCM
597
McRae Capital Management
New Jersey
$255K – – –
JGUA
598
John G. Ullman & Associates
New York
$253K -$9.46K -43 -4%
GAM
599
Gould Asset Management
California
$252K – – –
SG
600
StoneX Group
New York
$249K +$246K +1,119 New
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