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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
1751
Farmers Trust Company
Ohio
$347K – – –
HFM
1752
Hartford Financial Management
Connecticut
$347K – – –
SFWC
1753
Strategic Family Wealth Counselors
New Jersey
$347K – – –
WKWM
1754
Walter & Keenan Wealth Management
Indiana
$347K – – –
TI
1755
tru Independence
Oregon
$347K +$2.26K +6 +0.6%
BWM
1756
Baystate Wealth Management
Massachusetts
$346K +$140K +372 +60%
EIA
1757
Eldridge Investment Advisors
New Hampshire
$345K -$7.53K -20 -2%
JSL
1758
JT Stratford LLC
Georgia
$344K -$146K -388 -28%
MFA
1759
Morling Financial Advisors
California
$342K – – –
FI
1760
Financial Insights
Washington
$342K +$32K +85 +9%
FAT
1761
First American Trust
California
$341K -$4.93M -13,094 -93%
CCM
1762
Chiron Capital Management
Florida
$341K -$55K -146 -13%
AWA
1763
Acorn Wealth Advisors
Michigan
$337K +$12.8K +34 +4%
PA
1764
Perennial Advisors
New York
$336K -$4.9K -13 -1%
AP
1765
Americana Partners
Texas
$336K +$377 +1 +0.1%
PAM
1766
Panagora Asset Management
Massachusetts
$335K +$32.4K +86 +10%
AFP
1767
Advus Financial Partners
Florida
$335K -$177K -469 -33%
HBT
1768
Hills Bank & Trust
Iowa
$332K -$9.42K -25 -3%
VWM
1769
Vigilare Wealth Management
Arizona
$332K – – –
SFS
1770
Stiles Financial Services
Minnesota
$331K – – –
FWM
1771
Fairhaven Wealth Management
Illinois
$331K +$157K +417 +78%
PFA
1772
Pathway Financial Advisors
Vermont
$326K – – –
HWA
1773
Heartwood Wealth Advisors
Virginia
$324K +$55.8K +148 +19%
MPIA
1774
Mountain Pacific Investment Advisers
Idaho
$323K – – –
AC
1775
Avestar Capital
New York
$323K +$138K +365 +65%
69 70
71
72 73