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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1176
Covington Capital Management
California
$347K – – –
IWP
1177
Icon Wealth Partners
Texas
$346K +$26.9K +100 +9%
AA
1178
Apriem Advisors
California
$345K +$328K +1,218 New
MIM
1179
Moseley Investment Management
Florida
$344K – – –
GWM
1180
GSB Wealth Management
Connecticut
$343K – – –
WAG
1181
Winthrop Advisory Group
Massachusetts
$341K -$3.23K -12 -1%
CC
1182
Capital Counsel
New York
$340K – – –
ML
1183
McAdam LLC
Pennsylvania
$336K -$60.8K -226 -16%
TVAMP
1184
Tennessee Valley Asset Management Partners
Tennessee
$335K – – –
JFGIW
1185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$8.88K +33 +3%
CWM
1186
Chesapeake Wealth Management
Virginia
$333K -$135K -500 -30%
DMC
1187
Drexel Morgan & Co
Pennsylvania
$332K – – –
TWM
1188
Titus Wealth Management
California
$329K -$29.9K -111 -9%
DR
1189
Davis Rea
Ontario, Canada
$328K +$101K +375 +7%
FA
1190
Financial Advisors
Massachusetts
$325K – – –
FNBT
1191
FineMark National Bank & Trust
Florida
$325K +$21K +78 +7%
LFA
1192
Lighthouse Financial Advisors
Maryland
$323K – – –
AFS
1193
Access Financial Services
Minnesota
$321K -$15.6K -58 -5%
GA
1194
GFS Advisors
Texas
$320K +$8.07K +30 +3%
JWA
1195
JFS Wealth Advisors
Pennsylvania
$319K – – –
MCM
1196
Maryland Capital Management
Maryland
$319K +$303K +1,127 New
GCP
1197
Gill Capital Partners
Colorado
$318K +$34.7K +129 +13%
NAM
1198
North American Management
Massachusetts
$317K – – –
TAM
1199
Tradition Asset Management
Virginia
$316K +$31.5K +117 +12%
CCT
1200
Country Club Trust
Missouri
$315K – – –
46 47
48
49 50