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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
601
Aveo Capital Partners
Colorado
$296K +$290K +1,282 New
BHTS
602
Bar Harbor Trust Services
Maine
$290K -$19K -84 -6%
FFC
603
First Financial Corp
Indiana
$290K +$284K +1,255 New
BWFA
604
Baltimore-Washington Financial Advisors
Maryland
$289K – – –
TG
605
Threshold Group
Washington
$287K – – –
NGA
606
Naples Global Advisors
Florida
$286K -$11.3K -50 -4%
LIA
607
LS Investment Advisors
Michigan
$283K – – –
LWA
608
Lenox Wealth Advisors
New York
$282K -$11.1K -49 -4%
CSIC
609
Clifford Swan Investment Counsel
California
$282K – – –
DMC
610
Drexel Morgan & Co
Pennsylvania
$279K – – –
FC
611
FCA Corp
Texas
$279K – – –
EWA
612
EP Wealth Advisors
California
$278K -$14.9K -66 -5%
JGUA
613
John G. Ullman & Associates
New York
$278K +$14.7K +65 +6%
SFM
614
Signet Financial Management
New Jersey
$278K +$272K +1,203 New
CC
615
Capital Counsel
New York
$277K – – –
DWM
616
Doyle Wealth Management
Florida
$277K +$27.4K +121 +11%
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$275K – – –
AUB
618
Atlantic Union Bankshares
Virginia
$272K -$22.6K -100 -8%
CPP
619
Crow Point Partners
Massachusetts
$271K +$267K +1,180 New
HIMC
620
Heritage Investors Management Corp
Maryland
$269K +$9.97K +44 +4%
TWA
621
TCI Wealth Advisors
Arizona
$268K +$53.9K +238 +26%
JCM
622
Jacobi Capital Management
Pennsylvania
$268K +$61.2K +270 +31%
BAS
623
Brown Advisory Securities
Maryland
$268K +$263K +1,160 New
MWM
624
Meridian Wealth Management
Kentucky
$266K +$18.3K +81 +8%
PWW
625
Pettyjohn Wood & White
Virginia
$265K +$11.3K +50 +5%
23 24
25
26 27