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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
951
Birch Hill Investment Advisors
Massachusetts
$564K -$19.8K -70 -4%
IBOK
952
Independence Bank of Kentucky
Kentucky
$564K +$135K +479 +34%
1SB
953
1ST Source Bank
Indiana
$562K – – –
BCA
954
Bernzott Capital Advisors
California
$562K – – –
CB
955
CNB Bank
Pennsylvania
$562K +$82K +290 +18%
LRIA
956
Leonard Rickey Investment Advisors
Washington
$561K +$9.05K +32 +2%
MWA
957
MFA Wealth Advisors
Pennsylvania
$558K – – –
BFO
958
Boston Family Office
Massachusetts
$558K +$9.05K +32 +2%
BCFS
959
Butensky & Cohen Financial Security
Florida
$555K +$31.4K +111 +6%
BBHC
960
Brown Brothers Harriman & Co
New York
$550K – – –
UB
961
UMB Bank
Missouri
$546K +$5.66K +20 +1%
SWM
962
SigFig Wealth Management
California
$545K +$522K +1,844 New
MCCP
963
Mission Creek Capital Partners
California
$544K +$520K +1,838 New
NAMP
964
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$543K +$197K +695 +61%
MBT
965
Montecito Bank & Trust
California
$540K -$33.9K -120 -6%
ACA
966
Atlas Capital Advisors
Wyoming
$540K +$74.7K +264 +17%
MIM
967
Moseley Investment Management
Florida
$539K – – –
TTWM
968
TCV Trust & Wealth Management
Virginia
$539K +$6.79K +24 +1%
CA
969
Crewe Advisors
Utah
$535K +$499K +1,763 +3,751%
HFA
970
Huber Financial Advisors
Illinois
$535K +$511K +1,807 New
CC
971
Courier Capital
New York
$533K -$62.8K -222 -11%
RWM
972
Raffa Wealth Management
District of Columbia
$533K +$4.24K +15 +0.8%
RSWM
973
Robertson Stephens Wealth Management
California
$529K -$108K -381 -18%
SWM
974
Segment Wealth Management
Texas
$529K -$5.37K -19 -1%
DY
975
Dowling & Yahnke
California
$526K +$44.7K +158 +10%
37 38
39
40 41