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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
576
Blackston Financial Advisory Group
Florida
$11.2M +$10.9M +25,725 New
FTUS
577
Flow Traders U.S.
New York
$11.2M +$10.8M +25,626 New
NB
578
NBT Bank
New York
$11.2M – – –
KAH
579
Kathryn A. Hall
$11M – – –
ARC
580
Advisor Resource Council
Texas
$11M +$9.96M +23,600 +1,478%
GIA
581
Gladstone Institutional Advisory
Florida
$11M +$1.73M +4,109 +20%
MW
582
Marcum Wealth
Ohio
$11M -$241K -572 -2%
K
583
Kemper
Illinois
$11M -$8.04M -19,051 -43%
WI
584
Wintrust Investments
Illinois
$11M +$52.3K +124 +0.5%
MAS
585
Madden Advisory Services
Florida
$10.9M +$269K +637 +3%
BSB
586
Bangor Savings Bank
Maine
$10.8M – – –
JCM
587
Jacobi Capital Management
Pennsylvania
$10.8M +$264K +625 +3%
CCP
588
Clarkston Capital Partners
Michigan
$10.7M +$13.1K +31 +0.1%
KWM
589
Kingsview Wealth Management
Oregon
$10.7M +$350K +829 +4%
BC
590
Brio Consultants
California
$10.7M +$580K +1,374 +6%
RCIM
591
Red Cedar Investment Management
Michigan
$10.7M +$293K +695 +3%
FAB
592
First American Bank
Illinois
$10.6M +$270K +640 +3%
BBPWM
593
Blue Bell Private Wealth Management
Pennsylvania
$10.6M -$1.15M -2,728 -10%
FSCM
594
Front Street Capital Management
Montana
$10.4M +$718K +1,702 +8%
FMC
595
Financial Management Concepts
Florida
$10.4M +$7.74M +18,335 +341%
HC
596
HNP Capital
New York
$10.3M -$1.46M -3,450 -13%
SWM
597
Spire Wealth Management
Virginia
$10.3M +$1.38M +3,281 +16%
WB
598
WesBanco Bank
West Virginia
$10.2M +$1.69M +4,012 +21%
TFP
599
TrueWealth Financial Partners
Washington
$10.2M +$9.84M +23,319 New
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$10.1M +$8.91M +21,112 +996%
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