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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
926
Farmers Trust Company
Ohio
$301K -$10.1K -38 -3%
MWM
927
MorganRosel Wealth Management
Colorado
$301K – – –
GAM
928
Gould Asset Management
California
$300K – – –
NGA
929
Naples Global Advisors
Florida
$298K – – –
RIL
930
Rothschild Investment LLC
Illinois
$297K +$39.9K +151 +16%
HFM
931
Hartford Financial Management
Connecticut
$296K – – –
CC
932
Cannell & Co
New York
$295K +$27.3K +103 +10%
APP
933
Avantax Planning Partners
Iowa
$293K -$138K -522 -33%
WF
934
WoodTrust Financial
Wisconsin
$292K +$31.5K +119 +12%
MFG
935
MidWestOne Financial Group
Iowa
$290K +$285K +1,079 New
FI
936
Financial Insights
Washington
$290K +$290K +1,097 New
I
937
IberiaBank
Louisiana
$288K -$221K -835 -44%
GWM
938
Geneos Wealth Management
Colorado
$288K -$9.26K -35 -3%
SCM
939
SOL Capital Management
Maryland
$287K – – –
FA
940
Financial Advisors
Massachusetts
$285K – – –
SIM
941
Sterling Investment Management
Arizona
$285K – – –
EC
942
Estate Counselors
Wisconsin
$283K -$146K -550 -34%
NCM
943
Northwest Capital Management
Oregon
$277K -$13.5K -51 -5%
FC
944
Financial Consulate
Maryland
$273K -$18.3K -69 -6%
BAMG
945
Brand Asset Management Group
Missouri
$273K +$30.4K +115 +13%
COI
946
Capital One Investing
Virginia
$271K -$200K -756 -43%
CTC
947
Central Trust Company
Missouri
$270K +$143K +540 +122%
CPA
948
Court Place Advisors
Maryland
$269K – – –
IIA
949
IPG Investment Advisors
California
$265K -$19.8K -75 -7%
RFN
950
RDA Financial Network
Iowa
$264K -$2.12K -8 -0.8%
36 37
38
39 40