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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
601
First Financial Corp
Indiana
$290K +$284K +1,255 New
BWFA
602
Baltimore-Washington Financial Advisors
Maryland
$289K – – –
TG
603
Threshold Group
Washington
$287K – – –
NGA
604
Naples Global Advisors
Florida
$286K -$11.3K -50 -4%
LIA
605
LS Investment Advisors
Michigan
$283K – – –
LWA
606
Lenox Wealth Advisors
New York
$282K -$11.1K -49 -4%
CSIC
607
Clifford Swan Investment Counsel
California
$282K – – –
DMC
608
Drexel Morgan & Co
Pennsylvania
$279K – – –
FC
609
FCA Corp
Texas
$279K – – –
EWA
610
EP Wealth Advisors
California
$278K -$14.9K -66 -5%
JGUA
611
John G. Ullman & Associates
New York
$278K +$14.7K +65 +6%
SFM
612
Signet Financial Management
New Jersey
$278K +$272K +1,203 New
CC
613
Capital Counsel
New York
$277K – – –
DWM
614
Doyle Wealth Management
Florida
$277K +$27.4K +121 +11%
FMWA
615
Forvis Mazars Wealth Advisors
Missouri
$275K – – –
AUB
616
Atlantic Union Bankshares
Virginia
$272K -$22.6K -100 -8%
CPP
617
Crow Point Partners
Massachusetts
$271K +$267K +1,180 New
HIMC
618
Heritage Investors Management Corp
Maryland
$269K +$9.97K +44 +4%
TWA
619
TCI Wealth Advisors
Arizona
$268K +$53.9K +238 +26%
JCM
620
Jacobi Capital Management
Pennsylvania
$268K +$61.2K +270 +31%
BAS
621
Brown Advisory Securities
Maryland
$268K +$263K +1,160 New
MWM
622
Meridian Wealth Management
Kentucky
$266K +$18.3K +81 +8%
PWW
623
Pettyjohn Wood & White
Virginia
$265K +$11.3K +50 +5%
GAM
624
Gould Asset Management
California
$262K – – –
CCT
625
Country Club Trust
Missouri
$260K +$255K +1,125 New
23 24
25
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