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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
726
Certified Advisory Corp
Florida
$285K -$993K -3,956 -77%
BHTS
727
Bar Harbor Trust Services
Maine
$285K -$8.53K -34 -3%
PWW
728
Pettyjohn Wood & White
Virginia
$284K – – –
EWA
729
Exencial Wealth Advisors
Oklahoma
$283K -$133K -532 -31%
RM
730
Resource Management
Louisiana
$282K +$14.8K +59 +5%
WAOTB
731
Wealth Advisors of Tampa Bay
Florida
$280K -$8.78K -35 -3%
FTUS
732
Flow Traders U.S.
New York
$280K +$290K +1,157 New
HIMC
733
Heritage Investors Management Corp
Maryland
$278K – – –
SFSG
734
Stearns Financial Services Group
North Carolina
$278K +$1.25K +5 +0.4%
FIAS
735
FinTrust Investment Advisory Services
South Carolina
$275K +$25.1K +100 +10%
CCT
736
Country Club Trust
Missouri
$272K – – –
GC
737
Grimes & Company
Massachusetts
$271K -$84.6K -337 -23%
GAM
738
Gould Asset Management
California
$270K – – –
EWA
739
EP Wealth Advisors
California
$267K -$25.3K -101 -8%
HFM
740
Hartford Financial Management
Connecticut
$266K – – –
SCM
741
SOL Capital Management
Maryland
$258K – – –
IF
742
IRON Financial
Illinois
$254K – – –
TWA
743
TCI Wealth Advisors
Arizona
$253K -$18.1K -72 -6%
BFA
744
Beaumont Financial Advisors
Massachusetts
$252K +$261K +1,041 New
SFG
745
SNS Financial Group
Minnesota
$250K – – –
TL
746
TrueWealth LLC
Georgia
$250K +$1K +4 +0.4%
FC
747
Financial Consulate
Maryland
$250K +$259K +1,032 New
CW
748
CreativeOne Wealth
Kansas
$250K +$259K +1,033 New
CCM
749
Coldstream Capital Management
Washington
$247K – – –
CPA
750
Court Place Advisors
Maryland
$247K +$1K +4 +0.4%
28 29
30
31 32