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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
926
WoodTrust Financial
Wisconsin
$250K -$82.4K -330 -25%
RIL
927
Rothschild Investment LLC
Illinois
$247K – – –
HNB
928
Huntington National Bank
Ohio
$244K – – –
HPWM
929
Highland Private Wealth Management
Washington
$242K +$233K +931 New
BBA
930
Braun-Bostich & Associates
Pennsylvania
$241K -$1.26M -5,058 -85%
DPI
931
Diversified Portfolios Inc
Michigan
$241K +$232K +927 New
OCM
932
Oakwood Capital Management
California
$240K +$1.25K +5 +0.5%
SDAM
933
Shulman DeMeo Asset Management
New York
$240K +$231K +924 New
CSIC
934
Clifford Swan Investment Counsel
California
$234K -$34.5K -138 -13%
SFSG
935
Stearns Financial Services Group
North Carolina
$234K +$1.25K +5 +0.6%
BAMG
936
Brand Asset Management Group
Missouri
$234K +$72.4K +290 +47%
PWM
937
PRW Wealth Management
Massachusetts
$233K – – –
FGP
938
Foyston, Gordon, & Payne
Ontario, Canada
$233K +$1.25K +5 +0.6%
HWA
939
HHM Wealth Advisors
Tennessee
$230K – – –
OAJ
940
Ogorek Anthony Joseph
New York
$229K -$10.5K -42 -5%
KL
941
KWMG LLC
Kansas
$229K -$7.99K -32 -4%
PW
942
Price Wealth
Texas
$229K -$2K -8 -0.9%
ODG
943
O'Dell Group
Ohio
$229K +$221K +883 New
IWA
944
Intercontinental Wealth Advisors
Texas
$228K – – –
LIA
945
LS Investment Advisors
Michigan
$228K +$162K +650 +285%
GIM
946
Grassi Investment Management
California
$228K +$220K +880 New
EL
947
Envoi LLC
Minnesota
$226K +$218K +871 New
NAMP
948
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$226K -$45K -180 -17%
CFA
949
Carroll Financial Associates
North Carolina
$226K +$125K +501 +135%
LB
950
Landmark Bank
Missouri
$224K +$216K +864 New
36 37
38
39 40