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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
901
Winthrop Advisory Group
Massachusetts
$271K +$292K +1,180 New
DWM
902
Doyle Wealth Management
Florida
$270K -$54.7K -221 -16%
DMC
903
Drexel Morgan & Co
Pennsylvania
$269K – – –
VBFP
904
Valtinson Bruner Financial Planning
Minnesota
$268K +$289K +1,165 New
SQA
905
Simon Quick Advisors
New Jersey
$266K -$276K -1,115 -49%
BWI
906
Beacon Wealthcare Inc
North Carolina
$266K +$287K +1,158 New
FTC
907
Farmers Trust Company
Ohio
$265K -$12.9K -52 -4%
ST
908
Sentinel Trust
Texas
$265K – – –
NGA
909
Naples Global Advisors
Florida
$264K – – –
SFM
910
Signet Financial Management
New Jersey
$263K -$24.8K -100 -8%
CAM
911
Covenant Asset Management
New Jersey
$261K – – –
KCM
912
Kanawha Capital Management
Virginia
$259K -$320K -1,290 -53%
CCT
913
Country Club Trust
Missouri
$259K – – –
FC
914
Financial Consulate
Maryland
$258K +$743 +3 +0.3%
GAM
915
Gould Asset Management
California
$256K – – –
MWM
916
MorganRosel Wealth Management
Colorado
$256K +$276K +1,113 New
SG
917
StoneX Group
New York
$255K -$1.24K -5 -0.4%
HFM
918
Hartford Financial Management
Connecticut
$253K – – –
BMM
919
Berkshire Money Management
Massachusetts
$251K +$270K +1,091 New
ACS
920
Archford Capital Strategies
Illinois
$250K -$237K -958 -47%
RMC
921
Resources Management Corp
Connecticut
$249K -$3.72K -15 -1%
FCCM
922
First City Capital Management
Georgia
$246K +$16.1K +65 +6%
SCM
923
SOL Capital Management
Maryland
$245K – – –
SIM
924
Sterling Investment Management
Arizona
$243K +$62.4K +252 +31%
FA
925
Financial Advisors
Massachusetts
$243K +$262K +1,059 New
35 36
37
38 39