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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$933K +$512K +2,068 +104%
LC
652
Lourd Capital
California
$928K +$1M +4,039 New
EB
653
Eastern Bank
Massachusetts
$924K -$43.4K -175 -4%
BMA
654
Brooks Moore & Associates
Tennessee
$923K +$995K +4,017 New
FNFDCM
655
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917K – – –
BMO
656
Beck Mack & Oliver
New York
$915K – – –
BI
657
Bredin Investment
Delaware
$912K – – –
HPC
658
Hobart Private Capital
North Carolina
$907K +$345K +1,391 +54%
FHC
659
First Heartland Consultants
Missouri
$899K +$79K +319 +9%
OWP
660
Obermeyer Wealth Partners
Colorado
$896K +$966K +3,900 New
VDI
661
Vaughan David Investments
Illinois
$889K +$198K +800 +26%
ACI
662
Alpha Cubed Investments
California
$878K +$482K +1,947 +104%
CIA
663
Choate Investment Advisors
Massachusetts
$860K -$5.41M -21,837 -85%
NB
664
Nicolet Bankshares
Wisconsin
$849K – – –
FI
665
FormulaFolio Investments
Michigan
$836K – – –
IGGA
666
Iron Gate Global Advisors
Utah
$831K -$2.97K -12 -0.3%
IWM
667
IHT Wealth Management
Illinois
$830K +$136K +550 +18%
RMAM
668
Raab & Moskowitz Asset Management
New Jersey
$829K +$198K +801 +29%
IIC
669
Integrated Investment Consultants
Michigan
$824K -$471K -1,900 -35%
RWP
670
RWA Wealth Partners
Massachusetts
$813K +$269K +1,087 +44%
IC
671
Inverness Counsel
New York
$807K – – –
PPSG
672
Princeton Portfolio Strategies Group
New Jersey
$805K +$537K +2,166 +162%
FMBTD
673
First Midwest Bank Trust Division
Illinois
$801K +$409K +1,653 +90%
W
674
WealthOne
New York
$801K +$863K +3,485 New
CHA
675
Cooper/Haims Advisors
New York
$799K +$616K +2,486 +251%
25 26
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