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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
626
Private Trust Company
Ohio
$6.44M -$252K -622 -4%
BB
627
Busey Bank
Illinois
$6.44M +$526K +1,296 +9%
MP
628
McDonald Partners
Ohio
$6.43M – – –
HAC
629
Harbor Advisory Corp
New Hampshire
$6.35M +$111K +274 +2%
BFO
630
Biltmore Family Office
North Carolina
$6.34M -$1.75M -4,325 -21%
CFGS
631
Concourse Financial Group Securities
Alabama
$6.3M +$414K +1,020 +5%
CS
632
Cannell & Spears
New York
$6.3M +$2.62M +6,455 +68%
APC
633
Asset Planning Corporation
Tennessee
$6.28M -$296K -730 -4%
KA
634
Kovack Advisors
Florida
$6.28M +$82.8K +204 +1%
AFAS
635
Acorn Financial Advisory Services
Virginia
$6.22M -$2.05M -5,055 -24%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$6.22M -$35.3K -87 -0.5%
BPCE
637
Bank Pictet & Cie (Europe)
Germany
$6.19M – – –
LWIC
638
Leith Wheeler Investment Counsel
British Columbia, Canada
$6.18M +$18.3K +45 +0.3%
BRWM
639
B. Riley Wealth Management
Tennessee
$6.16M +$6.34M +15,618 New
FF
640
Friedenthal Financial
New Jersey
$6.15M +$6.32M +15,590 New
NG
641
Northstar Group
New York
$6.14M +$38.5K +95 +0.6%
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$6.14M -$337K -830 -5%
IFA
643
Interactive Financial Advisors
Illinois
$6.13M +$929K +2,291 +17%
BOM
644
Bank of Marin
California
$6.08M +$150K +370 +2%
RIM
645
Redwood Investment Management
Arizona
$6.07M +$467K +1,150 +8%
CMBA
646
C.M. Bidwell & Associates
Hawaii
$6.07M -$52.7K -130 -0.8%
BSW
647
Buckingham Strategic Wealth
Missouri
$6.05M -$89.7K -221 -1%
GT
648
Glenview Trust
Kentucky
$6.05M -$28.4K -70 -0.5%
OPW
649
Oxler Private Wealth
New York
$6.04M +$132K +325 +2%
TI
650
Truepoint Inc
Ohio
$5.97M +$1.92M +4,740 +46%
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