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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
701
Buckingham Strategic Wealth
Missouri
$989K +$407K +1,501 +71%
DWT
702
Dorsey & Whitney Trust
South Dakota
$985K – – –
BMM
703
Buffington Mohr McNeal
Idaho
$985K +$141K +519 +17%
IIC
704
Integrated Investment Consultants
Michigan
$977K – – –
AIC
705
Ameritas Investment Company
Nebraska
$977K +$968K +3,566 New
YWP
706
YorkBridge Wealth Partners
New York
$976K +$514K +1,892 +112%
GM
707
GeoWealth Management
Illinois
$976K +$971K +3,579 New
JIC
708
Joel Isaacson & Co
New York
$970K -$132K -488 -12%
TCOV
709
Trust Company of Vermont
Vermont
$970K +$19.8K +73 +2%
WF
710
Welch & Forbes
Massachusetts
$968K -$312K -1,150 -24%
FMBTD
711
First Midwest Bank Trust Division
Illinois
$951K -$20.9K -77 -2%
FC
712
Ferris Capital
Massachusetts
$951K – – –
W
713
WealthOne
New York
$946K +$3.53K +13 +0.4%
SKK
714
Shepherd Kaplan Krochuk
Massachusetts
$934K +$117K +430 +14%
IC
715
Inverness Counsel
New York
$932K – – –
DI
716
DFPG Investments
Utah
$924K -$159K -585 -14%
HIMC
717
Heritage Investors Management Corp
Maryland
$921K +$109K +400 +13%
LFG
718
Larson Financial Group
Missouri
$917K +$70.6K +260 +8%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$916K -$3.8K -14 -0.4%
TCOO
720
Trust Company of Oklahoma
Oklahoma
$916K -$20.4K -75 -2%
FNFDCM
721
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$913K – – –
RMAM
722
Raab & Moskowitz Asset Management
New Jersey
$912K – – –
JT
723
Jump Trading
Illinois
$912K +$908K +3,347 New
TFS
724
Thoroughbred Financial Services
Tennessee
$909K +$905K +3,334 New
SBSB
725
Sullivan, Bruyette, Speros & Blaney
Virginia
$907K +$403K +1,483 +80%
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