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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2876
Waterford Advisors
New York
$327K +$8.13K +15 +3%
LGA
2877
Lebenthal Global Advisors
New York
$327K -$80.7K -149 -20%
JWM
2878
JGP Wealth Management
Oregon
$327K +$35.7K +66 +12%
GTAM
2879
Global Trust Asset Management
Florida
$326K +$5.42K +10 +2%
EMAM
2880
Encompass More Asset Management
California
$325K +$7.04K +13 +2%
SP
2881
Successful Portfolios
Florida
$325K +$4.88K +9 +2%
CSC
2882
Caldwell Sutter Capital
California
$324K -$22.2K -41 -6%
BCP
2883
Blackhawk Capital Partners
Wisconsin
$324K -$22.2K -41 -6%
BMC
2884
Benin Management Corp
Connecticut
$323K – – –
REMPR
2885
Roof Eidam Maycock Peralta (REMP)
California
$323K +$29.2K +54 +10%
SCP
2886
Seizert Capital Partners
Michigan
$323K +$325K +600 New
PAG
2887
Poinciana Advisors Group
Florida
$323K +$325K +600 New
TCM
2888
Telos Capital Management
California
$322K -$3.79K -7 -1%
4A
2889
4Wealth Advisors
Illinois
$322K +$323K +597 New
MSA
2890
Marino Stram & Associates
Massachusetts
$321K +$78K +144 +32%
LCM
2891
Lunt Capital Management
Utah
$321K – – –
D
2892
Drystone
Virginia
$321K +$322K +595 New
OPCM
2893
Osborne Partners Capital Management
California
$321K +$322K +595 New
SOWAS
2894
Silver Oak Wealth Advisors Services
California
$320K +$322K +594 New
KCM
2895
KRS Capital Management
Michigan
$319K +$542 +1 +0.2%
WWM
2896
WJ Wealth Management
Arizona
$319K -$21.7K -40 -6%
AFS
2897
Access Financial Services
Minnesota
$318K +$46.6K +86 +17%
MWP
2898
MYCIO Wealth Partners
Pennsylvania
$317K +$1.63K +3 +0.5%
BA
2899
Ballew Advisors
Mississippi
$316K +$3.25K +6 +1%
GPWM
2900
Grant Private Wealth Management
California
$316K +$317K +586 New
114 115
116
117 118