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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
901
Farmers Trust Company
Ohio
$300K – – –
SS
902
Sunbelt Securities
Texas
$300K +$33.7K +135 +13%
EWF
903
Epstein & White Financial
California
$300K +$39.2K +157 +16%
ST
904
Sentinel Trust
Texas
$299K – – –
RIA
905
Realta Investment Advisors
Delaware
$298K +$288K +1,151 New
OCM
906
Orser Capital Management
Texas
$293K – – –
MWM
907
MorganRosel Wealth Management
Colorado
$291K +$1.75K +7 +0.6%
GAM
908
Gould Asset Management
California
$289K – – –
NGA
909
Naples Global Advisors
Florida
$288K – – –
GWM
910
Geneos Wealth Management
Colorado
$287K +$39.2K +157 +17%
HFM
911
Hartford Financial Management
Connecticut
$285K – – –
SBSB
912
Sullivan, Bruyette, Speros & Blaney
Virginia
$282K -$31K -124 -10%
FC
913
Financial Consulate
Maryland
$281K -$9.74K -39 -3%
IF
914
IRON Financial
Illinois
$281K +$270K +1,082 New
NCM
915
Northwest Capital Management
Oregon
$280K +$270K +1,079 New
SCM
916
SOL Capital Management
Maryland
$276K – – –
AI
917
Accredited Investors
Minnesota
$276K +$20.7K +83 +8%
FA
918
Financial Advisors
Massachusetts
$275K – – –
SIM
919
Sterling Investment Management
Arizona
$275K – – –
IIA
920
IPG Investment Advisors
California
$275K +$264K +1,058 New
EWM
921
Empirical Wealth Management
Washington
$274K -$34.5K -138 -12%
TWA
922
TCI Wealth Advisors
Arizona
$272K +$5K +20 +2%
CAC
923
Certified Advisory Corp
Florida
$265K -$250 -1 -0.1%
CFG
924
Cooper Financial Group
California
$263K +$24.7K +99 +11%
CPA
925
Court Place Advisors
Maryland
$260K -$2.25K -9 -0.9%
35 36
37
38 39