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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1726
Walter & Keenan Wealth Management
Indiana
$419K -$30K -71 -7%
PA
1727
Perennial Advisors
New York
$418K -$1.03M -2,439 -72%
VWM
1728
Vigilare Wealth Management
Arizona
$417K +$2.53K +6 +0.6%
RMCM
1729
Reynders McVeigh Capital Management
Massachusetts
$416K -$22.4K -53 -5%
SFS
1730
Stiles Financial Services
Minnesota
$416K +$403K +954 New
SCM
1731
Schnieders Capital Management
California
$411K – – –
HBT
1732
Hills Bank & Trust
Iowa
$407K +$272K +645 +225%
PFSC
1733
Peoples Financial Services Corp
Pennsylvania
$406K – – –
SSB
1734
Sandy Spring Bank
Maryland
$406K +$49K +116 +14%
PAM
1735
Panagora Asset Management
Massachusetts
$404K -$50.7K -120 -11%
NAS
1736
Nicolet Advisory Services
Wisconsin
$404K +$75.6K +179 +24%
CPC
1737
Consolidated Planning Corp
Georgia
$403K – – –
LNB
1738
Ledyard National Bank
$402K – – –
MJRIC
1739
Mogy Joel R Investment Counsel
California
$401K -$422 -1 -0.1%
BWCS
1740
Beirne Wealth Consulting Services
Connecticut
$401K +$388K +918 New
PWA
1741
PCG Wealth Advisors
Kansas
$399K +$386K +914 New
HPC
1742
Hobart Private Capital
North Carolina
$397K -$28.7K -68 -7%
FF
1743
FourThought Financial
Florida
$397K +$422 +1 +0.1%
SCA
1744
Stonebridge Capital Advisors
Minnesota
$396K +$82.7K +196 +28%
EWM
1745
Executive Wealth Management
Michigan
$395K -$160K -380 -30%
BOPW
1746
Brandywine Oak Private Wealth
Pennsylvania
$394K +$422 +1 +0.1%
WA
1747
WESPAC Advisors
California
$391K +$844 +2 +0.2%
OAM
1748
Occidental Asset Management
California
$391K +$378K +896 New
PG
1749
Patten Group
Tennessee
$389K – – –
PFA
1750
Pathway Financial Advisors
Vermont
$389K +$396K +939 New
68 69
70
71 72