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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1476
Philadelphia Trust Company
Pennsylvania
$306K +$3.9K +11 +1%
CCM
1477
Carlson Capital Management
Minnesota
$304K +$32.3K +91 +12%
BAM
1478
Berkshire Asset Management
Pennsylvania
$302K -$55K -155 -16%
TWA
1479
TPB Wealth Advisors
Texas
$300K -$213K -600 -43%
PHAM
1480
Palisades Hudson Asset Management
Florida
$300K -$2.84K -8 -1%
BOPW
1481
Brandywine Oak Private Wealth
Pennsylvania
$300K – – –
KCM
1482
Kanawha Capital Management
Virginia
$298K +$18.1K +51 +7%
MCM
1483
Maryland Capital Management
Maryland
$297K -$134K -378 -32%
IAP
1484
Indie Asset Partners
Indiana
$297K -$78.4K -221 -21%
VIP
1485
Vantage Investment Partners
Missouri
$296K – – –
AWP
1486
Abacus Wealth Partners
California
$294K +$287K +808 New
SS
1487
Sunbelt Securities
Texas
$294K +$13.1K +37 +5%
PCH
1488
PGIM Custom Harvest
New Jersey
$294K +$286K +806 New
SDAM
1489
Shulman DeMeo Asset Management
New York
$292K -$2.84K -8 -1%
PWM
1490
PRW Wealth Management
Massachusetts
$290K -$374K -1,054 -57%
EGA
1491
Eagle Global Advisors
Texas
$290K +$42.6K +120 +18%
WP
1492
WMS Partners
Maryland
$289K +$282K +794 New
BHB
1493
Bank Hapoalim BM
Israel
$288K -$81.2K -229 -22%
SPI
1494
Santori & Peters Inc
Pennsylvania
$288K -$17K -48 -6%
I
1495
INVST
Indiana
$288K -$10.3K -29 -4%
SGK
1496
Steigerwald Gordon & Koch
Virginia
$287K – – –
ACM
1497
Advisors Capital Management
New Jersey
$287K +$30.1K +85 +12%
TAM
1498
Townsend Asset Management
North Carolina
$282K – – –
BWA
1499
Beam Wealth Advisors
Louisiana
$281K +$26.6K +75 +11%
VWM
1500
Vigilare Wealth Management
Arizona
$281K +$274K +773 New
58 59
60
61 62