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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1126
WoodTrust Financial
Wisconsin
$264K -$841 -3 -0.3%
MWM
1127
MorganRosel Wealth Management
Colorado
$264K +$1.68K +6 +0.5%
AI
1128
Accredited Investors
Minnesota
$262K +$10.1K +36 +3%
CBTWT
1129
Community Bank & Trust (Waco, Texas)
Texas
$261K +$308K +1,100 New
GA
1130
GFS Advisors
Texas
$261K +$308K +1,100 New
FWM
1131
Frontier Wealth Management
Missouri
$260K +$308K +1,099 New
LHC
1132
Little House Capital
Massachusetts
$257K +$304K +1,084 New
MW
1133
Marcum Wealth
Ohio
$256K +$50.4K +180 +20%
SIM
1134
Sterling Investment Management
Arizona
$254K – – –
DR
1135
Davis Rea
Ontario, Canada
$254K +$423K +1,510 +37%
FNBT
1136
FineMark National Bank & Trust
Florida
$253K – – –
SSB
1137
Sandy Spring Bank
Maryland
$253K +$165K +588 +122%
FI
1138
Financial Insights
Washington
$252K – – –
BWM
1139
BerganKDV Wealth Management
Minnesota
$252K +$108K +387 +57%
SI
1140
Shaker Investments
Ohio
$251K +$280 +1 +0.1%
MWP
1141
Meridian Wealth Partners
Pennsylvania
$250K +$45.7K +163 +18%
GP
1142
Girard Partners
Pennsylvania
$250K +$297K +1,059 New
PGAM
1143
Princeton Global Asset Management
New Jersey
$247K – – –
GWM
1144
Geneos Wealth Management
Colorado
$246K -$81K -289 -23%
CC
1145
Cannell & Co
New York
$246K -$44K -157 -13%
BPB
1146
Badgley, Phelps & Bell
Washington
$245K +$59.4K +212 +26%
FTC
1147
Farmers Trust Company
Ohio
$244K -$12K -43 -4%
SCM
1148
SOL Capital Management
Maryland
$244K -$9.81K -35 -3%
CT
1149
Cambridge Trust
Massachusetts
$244K – – –
DPI
1150
Diversified Portfolios Inc
Michigan
$244K +$29.1K +104 +11%
44 45
46
47 48