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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1376
Grimes & Company
Massachusetts
$340K +$93.2K +286 +41%
ADL
1377
Asset Dedication LLC
California
$339K -$3.97M -12,174 -93%
BAM
1378
Berkshire Asset Management
Pennsylvania
$338K +$75K +230 +31%
AUB
1379
Atlantic Union Bankshares
Virginia
$337K – – –
LIA
1380
LS Investment Advisors
Michigan
$336K – – –
FF
1381
FourThought Financial
Florida
$335K +$318K +976 New
MM
1382
Main Management
California
$334K – – –
QCM
1383
Quest Capital Management
Texas
$330K – – –
CNC
1384
Canandaigua National Corp
New York
$330K +$313K +961 New
APW
1385
Austin Private Wealth
Texas
$329K +$2.28K +7 +0.7%
MWM
1386
Maltin Wealth Management
New Jersey
$329K +$312K +958 New
BFA
1387
Bragg Financial Advisors
North Carolina
$328K +$326 +1 +0.1%
MPMG
1388
Minneapolis Portfolio Management Group
Minnesota
$327K +$2.61K +8 +0.8%
TW
1389
TrinityPoint Wealth
Connecticut
$325K +$11.1K +34 +4%
AP
1390
Appleton Partners
Massachusetts
$323K -$27.7K -85 -8%
SCM
1391
Schnieders Capital Management
California
$320K – – –
WF
1392
WoodTrust Financial
Wisconsin
$319K -$1.3K -4 -0.4%
VCA
1393
Verdence Capital Advisors
Maryland
$319K – – –
PFG
1394
PAX Financial Group
Texas
$319K +$61.6K +189 +26%
PS
1395
Portfolio Solutions
Michigan
$318K +$301K +924 New
SFP
1396
Sandbox Financial Partners
Maryland
$318K +$302K +926 New
KCM
1397
Kathmere Capital Management
Pennsylvania
$316K +$7.17K +22 +2%
FANJ
1398
Financial Architects (New Jersey)
New Jersey
$315K +$299K +916 New
RB
1399
Renasant Bank
Mississippi
$313K +$297K +911 New
APWA
1400
Atlas Private Wealth Advisors
New Jersey
$312K +$74.3K +228 +34%
54 55
56
57 58