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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
726
Bar Harbor Trust Services
Maine
$285K -$8.53K -34 -3%
PWW
727
Pettyjohn Wood & White
Virginia
$284K – – –
EWA
728
Exencial Wealth Advisors
Oklahoma
$283K -$133K -532 -31%
RM
729
Resource Management
Louisiana
$282K +$14.8K +59 +5%
WAOTB
730
Wealth Advisors of Tampa Bay
Florida
$280K -$8.78K -35 -3%
FTUS
731
Flow Traders U.S.
New York
$280K +$290K +1,157 New
HIMC
732
Heritage Investors Management Corp
Maryland
$278K – – –
SFSG
733
Stearns Financial Services Group
North Carolina
$278K +$1.25K +5 +0.4%
FIAS
734
FinTrust Investment Advisory Services
South Carolina
$275K +$25.1K +100 +10%
CCT
735
Country Club Trust
Missouri
$272K – – –
GC
736
Grimes & Company
Massachusetts
$271K -$84.6K -337 -23%
GAM
737
Gould Asset Management
California
$270K – – –
EWA
738
EP Wealth Advisors
California
$267K -$25.3K -101 -8%
HFM
739
Hartford Financial Management
Connecticut
$266K – – –
SCM
740
SOL Capital Management
Maryland
$258K – – –
IF
741
IRON Financial
Illinois
$254K – – –
TWA
742
TCI Wealth Advisors
Arizona
$253K -$18.1K -72 -6%
BFA
743
Beaumont Financial Advisors
Massachusetts
$252K +$261K +1,041 New
SFG
744
SNS Financial Group
Minnesota
$250K – – –
TL
745
TrueWealth LLC
Georgia
$250K +$1K +4 +0.4%
FC
746
Financial Consulate
Maryland
$250K +$259K +1,032 New
CW
747
CreativeOne Wealth
Kansas
$250K +$259K +1,033 New
CCM
748
Coldstream Capital Management
Washington
$247K – – –
CPA
749
Court Place Advisors
Maryland
$247K +$1K +4 +0.4%
GW
750
GW & Wade
Massachusetts
$247K +$23.1K +92 +10%
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30
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