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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1501
Gibson Capital
Pennsylvania
$211K +$201K +616 New
MFW
1502
Meristem Family Wealth
Minnesota
$208K +$197K +604 New
PAS
1503
Professional Advisory Services
Florida
$207K +$196K +601 New
ASC
1504
Atalanta Sosnoff Capital
New York
$206K +$196K +600 New
PAMG
1505
Patton Albertson Miller Group
Tennessee
$204K +$184K +565 New
SFG
1506
Sovereign Financial Group
Connecticut
$203K +$193K +591 New
CBN
1507
Cadence Bank NA
Texas
$201K +$191K +585 New
CPWA
1508
Cerro Pacific Wealth Advisors
California
$201K +$191K +585 New
CIP
1509
Capital Insight Partners
Arizona
$201K +$191K +586 New
MPCG
1510
Matrix Private Capital Group
New York
$200K +$123K +377 +183%
TC
1511
Telemus Capital
Michigan
$200K +$190K +582 New
RA
1512
Rodgers & Associates
Pennsylvania
$200K +$190K +583 New
CB
1513
CNB Bank
Pennsylvania
$197K -$13K -40 -7%
MF
1514
Manchester Financial
California
$193K +$153K +470 +511%
BAMG
1515
Brand Asset Management Group
Missouri
$192K -$116K -356 -39%
AWG
1516
Altus Wealth Group
Colorado
$187K +$177K +543 New
BWM
1517
Baystate Wealth Management
Massachusetts
$180K +$978 +3 +0.6%
PP
1518
PrairieView Partners
Minnesota
$177K – – –
VCM
1519
Versant Capital Management
Arizona
$176K -$81.5K -250 -33%
BWM
1520
Birchcreek Wealth Management
Ohio
$173K +$165K +506 New
HS
1521
Horan Securities
United States
$172K +$115K +352 +239%
WC
1522
Westwind Capital
New Mexico
$167K -$32.9K -101 -17%
GAM
1523
Gemmer Asset Management
California
$164K +$49.6K +152 +47%
LPIC
1524
LeJeune Puetz Investment Counsel
Michigan
$163K – – –
ARIS
1525
Advanced Research Investment Solutions
California
$160K +$152K +466 New
59 60
61
62 63