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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1076
Cannell & Co
New York
$354K +$7.36K +26 +2%
NCM
1077
Next Capital Management
New York
$347K -$191K -675 -37%
DMC
1078
Drexel Morgan & Co
Pennsylvania
$346K – – –
B
1079
Brightworth
Georgia
$338K -$13.3K -47 -4%
IAA
1080
Ironsides Asset Advisors
North Carolina
$335K – – –
NEGWA
1081
New England Guild Wealth Advisors
Connecticut
$335K +$320K +1,131 New
PS
1082
Portfolio Solutions
Michigan
$333K +$98.7K +349 +45%
CSPIA
1083
Cary Street Partners Investment Advisory
Virginia
$333K +$319K +1,127 New
CCT
1084
Country Club Trust
Missouri
$332K – – –
WF
1085
WoodTrust Financial
Wisconsin
$330K +$19.8K +70 +7%
MWM
1086
MorganRosel Wealth Management
Colorado
$329K -$3.96K -14 -1%
HFM
1087
Hartford Financial Management
Connecticut
$325K – – –
NGA
1088
Naples Global Advisors
Florida
$319K +$13.3K +47 +5%
SIM
1089
Sterling Investment Management
Arizona
$318K +$4.24K +15 +1%
FNBT
1090
FineMark National Bank & Trust
Florida
$317K -$315K -1,114 -51%
AI
1091
Accredited Investors
Minnesota
$317K – – –
FTC
1092
Farmers Trust Company
Ohio
$317K – – –
SCM
1093
SOL Capital Management
Maryland
$315K – – –
FI
1094
Financial Insights
Washington
$314K – – –
AP
1095
Appleton Partners
Massachusetts
$314K +$300K +1,062 New
FA
1096
Financial Advisors
Massachusetts
$313K – – –
SI
1097
Shaker Investments
Ohio
$313K +$18.1K +64 +6%
EC
1098
Estate Counselors
Wisconsin
$311K – – –
CT
1099
Cambridge Trust
Massachusetts
$305K – – –
NCM
1100
Northwest Capital Management
Oregon
$304K – – –
42 43
44
45 46