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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1201
Girard Partners
Pennsylvania
$313K +$12.4K +46 +4%
FA
1202
FCG Advisors
New Jersey
$313K +$63.3K +235 +27%
CT
1203
Cambridge Trust
Massachusetts
$312K – – –
ZIG
1204
Zuckerman Investment Group
Illinois
$306K +$290K +1,078 New
BFWA
1205
Benchmark Financial Wealth Advisors
Florida
$305K +$50.3K +187 +21%
RCA
1206
Reitz Capital Advisors
Michigan
$304K -$225K -835 -44%
CSPIA
1207
Cary Street Partners Investment Advisory
Virginia
$303K +$288K +1,071 New
LWM
1208
Laidlaw Wealth Management
New York
$302K +$287K +1,067 New
IWAG
1209
Integer Wealth Advisors Group
Georgia
$299K -$9.15K -34 -3%
BFA
1210
Bragg Financial Advisors
North Carolina
$297K +$14K +52 +5%
SSB
1211
Sandy Spring Bank
Maryland
$296K -$7.27K -27 -3%
AI
1212
Accredited Investors
Minnesota
$293K -$19.6K -73 -7%
AUB
1213
Atlantic Union Bankshares
Virginia
$292K +$277K +1,029 New
FI
1214
Financial Insights
Washington
$291K +$662K +2,461 +232%
MPIA
1215
Mountain Pacific Investment Advisers
Idaho
$290K – – –
FTC
1216
Farmers Trust Company
Ohio
$283K -$8.07K -30 -3%
FIB
1217
First Interstate Bank
Montana
$283K – – –
HFM
1218
Hartford Financial Management
Connecticut
$283K – – –
IWS
1219
Insight Wealth Strategies
California
$282K -$61.9K -230 -19%
SI
1220
Shaker Investments
Ohio
$282K -$17.2K -64 -6%
SAM
1221
SignalPoint Asset Management
Missouri
$282K +$268K +994 New
BAAM
1222
Baker Avenue Asset Management
California
$280K -$51.1K -190 -16%
RCM
1223
RNC Capital Management
California
$280K +$266K +988 New
DCM
1224
Donaldson Capital Management
Indiana
$279K +$265K +983 New
LIA
1225
LS Investment Advisors
Michigan
$277K – – –
47 48
49
50 51