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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
951
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$311K – – –
IAA
952
Ironsides Asset Advisors
North Carolina
$309K – – –
AIC
953
Archer Investment Corporation
Indiana
$309K +$273K +1,005 +791%
MWM
954
MorganRosel Wealth Management
Colorado
$307K +$1.36K +5 +0.4%
CCT
955
Country Club Trust
Missouri
$305K – – –
HWA
956
HCR Wealth Advisors
California
$305K +$300K +1,106 New
APP
957
Avantax Planning Partners
Iowa
$302K +$8.69K +32 +3%
MFG
958
MidWestOne Financial Group
Iowa
$301K +$6.79K +25 +2%
GCAC
959
Guardian Capital Advisors (Canada)
Ontario, Canada
$300K -$1.56M -5,745 -84%
HFM
960
Hartford Financial Management
Connecticut
$300K – – –
PCS
961
Personal CFO Solutions
New Jersey
$300K +$298K +1,099 New
IWS
962
Insight Wealth Strategies
California
$296K -$110K -404 -27%
FTC
963
Farmers Trust Company
Ohio
$292K -$11.9K -44 -4%
AI
964
Accredited Investors
Minnesota
$292K +$291K +1,072 New
FI
965
Financial Insights
Washington
$290K -$9.23K -34 -3%
SCM
966
SOL Capital Management
Maryland
$290K – – –
FA
967
Financial Advisors
Massachusetts
$289K – – –
SIM
968
Sterling Investment Management
Arizona
$289K – – –
EC
969
Estate Counselors
Wisconsin
$286K – – –
WF
970
WoodTrust Financial
Wisconsin
$285K -$10K -37 -3%
NGA
971
Naples Global Advisors
Florida
$282K -$20.4K -75 -7%
NCM
972
Northwest Capital Management
Oregon
$281K – – –
CT
973
Cambridge Trust
Massachusetts
$281K +$280K +1,030 New
CTC
974
Central Trust Company
Missouri
$279K +$11.4K +42 +4%
BFA
975
Bragg Financial Advisors
North Carolina
$276K -$735K -2,709 -73%
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