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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
601
TruWealth Advisors
Louisiana
$10.1M +$536K +1,310 +6%
MFGP
602
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.1M +$1.52M +3,714 +18%
WFPG
603
Waller Financial Planning Group
Ohio
$9.98M +$760K +1,856 +8%
TFP
604
TrueWealth Financial Partners
Washington
$9.94M +$254K +621 +3%
WB
605
WesBanco Bank
West Virginia
$9.92M +$224K +547 +2%
FAB
606
First American Bank
Illinois
$9.91M -$191K -466 -2%
MWM
607
Merriman Wealth Management
Washington
$9.86M +$6.43M +15,705 +195%
WG
608
Welch Group
Alabama
$9.76M -$2.2M -5,369 -19%
WI
609
Wintrust Investments
Illinois
$9.75M -$657K -1,604 -6%
CWM
610
Congress Wealth Management
Massachusetts
$9.72M +$273K +668 +3%
KPCM
611
Kings Point Capital Management
New York
$9.7M +$314K +768 +3%
BFAG
612
Blackston Financial Advisory Group
Florida
$9.6M -$563K -1,375 -5%
DWT
613
Dorsey & Whitney Trust
South Dakota
$9.6M +$501K +1,224 +6%
SFO
614
Stokes Family Office
Louisiana
$9.59M +$1.77M +4,330 +23%
VRM
615
Vectors Research Management
New York
$9.58M -$1.72M -4,206 -15%
BSB
616
Bangor Savings Bank
Maine
$9.53M -$731K -1,786 -7%
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$9.51M -$527K -1,287 -5%
MMPW
618
Mitchell McLeod Pugh & Williams
Alabama
$9.46M +$1.89M +4,619 +25%
SFG
619
Sunburst Financial Group
Alabama
$9.38M -$16.4K -40 -0.2%
CCP
620
Clarkston Capital Partners
Michigan
$9.36M -$795K -1,942 -8%
BTW
621
Boston Trust Walden
Massachusetts
$9.25M +$993K +2,425 +12%
FWM
622
Foresight Wealth Management
Utah
$9.22M -$167K -409 -2%
CIC
623
Carnegie Investment Counsel
Ohio
$9.21M -$426K -1,041 -4%
EHC
624
Everett Harris & Co
California
$9.2M +$99.9K +244 +1%
AC
625
Abbrea Capital
California
$9.12M -$3.68K -9 -0%
23 24
25
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