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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
926
Exencial Wealth Advisors
Oklahoma
$315K -$8.99K -34 -3%
DMC
927
Drexel Morgan & Co
Pennsylvania
$315K – – –
JCM
928
Jacobi Capital Management
Pennsylvania
$315K – – –
SQA
929
Simon Quick Advisors
New Jersey
$313K – – –
ST
930
Sentinel Trust
Texas
$310K – – –
NAMP
931
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$307K +$71.4K +270 +31%
BBHC
932
Brown Brothers Harriman & Co
New York
$307K +$222K +840 +280%
IAA
933
Ironsides Asset Advisors
North Carolina
$305K -$370K -1,400 -55%
CCT
934
Country Club Trust
Missouri
$303K -$21.2K -80 -7%
FTC
935
Farmers Trust Company
Ohio
$301K -$10.1K -38 -3%
MWM
936
MorganRosel Wealth Management
Colorado
$301K – – –
GAM
937
Gould Asset Management
California
$300K – – –
NGA
938
Naples Global Advisors
Florida
$298K – – –
RIL
939
Rothschild Investment LLC
Illinois
$297K +$39.9K +151 +16%
HFM
940
Hartford Financial Management
Connecticut
$296K – – –
CC
941
Cannell & Co
New York
$295K +$27.3K +103 +10%
APP
942
Avantax Planning Partners
Iowa
$293K -$138K -522 -33%
WF
943
WoodTrust Financial
Wisconsin
$292K +$31.5K +119 +12%
MFG
944
MidWestOne Financial Group
Iowa
$290K +$285K +1,079 New
FI
945
Financial Insights
Washington
$290K +$290K +1,097 New
I
946
IberiaBank
Louisiana
$288K -$221K -835 -44%
GWM
947
Geneos Wealth Management
Colorado
$288K -$9.26K -35 -3%
SCM
948
SOL Capital Management
Maryland
$287K – – –
FA
949
Financial Advisors
Massachusetts
$285K – – –
SIM
950
Sterling Investment Management
Arizona
$285K – – –
36 37
38
39 40