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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1301
Donaldson Capital Management
Indiana
$255K -$46.6K -153 -16%
PTC
1302
Philadelphia Trust Company
Pennsylvania
$255K +$253K +829 New
CC
1303
Chicago Capital
Illinois
$254K -$305 -1 -0.1%
MGWM
1304
Marks Group Wealth Management
Minnesota
$252K – – –
CISOA
1305
Capital Investment Services of America
Wisconsin
$248K +$3.05K +10 +1%
MG
1306
Mather Group
Illinois
$248K +$245K +805 New
MWA
1307
Meridian Wealth Advisors
Texas
$245K -$244K -800 -50%
PP
1308
Palladium Partners
Virginia
$245K -$51.2K -168 -17%
BOPW
1309
Brandywine Oak Private Wealth
Pennsylvania
$245K +$609 +2 +0.3%
SWP
1310
Summit Wealth Partners
Florida
$243K -$17.7K -58 -7%
WR
1311
Watson Rebecca
$242K +$12.5K +41 +6%
SGK
1312
Steigerwald Gordon & Koch
Virginia
$241K +$238K +782 New
HCA
1313
Heck Capital Advisors
Wisconsin
$241K -$5.48K -18 -2%
SSB
1314
Sandy Spring Bank
Maryland
$240K -$80.4K -264 -25%
SCM
1315
SOL Capital Management
Maryland
$240K – – –
FI
1316
Financial Insights
Washington
$238K -$837K -2,749 -78%
PA
1317
Perennial Advisors
New York
$238K – – –
VWM
1318
Venturi Wealth Management
Texas
$237K – – –
KCM
1319
Kanawha Capital Management
Virginia
$236K +$12.2K +40 +6%
TCA
1320
Transcend Capital Advisors
New Jersey
$236K +$234K +768 New
EL
1321
Envoi LLC
Minnesota
$236K – – –
VCM
1322
Versant Capital Management
Arizona
$235K – – –
SCA
1323
Sage Capital Advisors
South Dakota
$235K +$305 +1 +0.1%
IIA
1324
IPG Investment Advisors
California
$235K – – –
AIM
1325
Arcadia Investment Management
Michigan
$234K – – –
51 52
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54 55