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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
301
Next Financial Group
Texas
$216K -$211K -1,147 -50%
DC
302
Davenport & Co
Virginia
$216K +$211K +1,145 New
HTHT
303
Hemenway Trust Hemenway Trust
New Hampshire
$214K +$210K +1,138 New
DOA
304
D'Orazio & Associates
Virginia
$208K +$1.11K +6 +0.5%
AIA
305
AIMZ Investment Advisors
California
$207K +$203K +1,100 New
PAI
306
Pittenger & Anderson Inc
Nebraska
$194K +$190K +1,030 New
CCS
307
Crosspoint Capital Strategies
California
$190K +$8.66K +47 +5%
TDC
308
Thompson Davis & Co
Virginia
$188K -$31.2K -169 -14%
BWA
309
Burt Wealth Advisors
Maryland
$188K +$184K +1,000 New
HI
310
Hudock Inc
Pennsylvania
$132K +$129K +699 New
W
311
Wealthfront
California
$113K +$110K +598 New
WA
312
WFG Advisors
Texas
$95K -$10.9K -59 -10%
MFBTD
313
MB Financial Bank - Trust Department
Illinois
$94K -$92.2K -500 -50%
FAM
314
Formidable Asset Management
Ohio
$89K +$87.6K +475 New
WEC
315
Winslow Evans & Crocker
Massachusetts
$84.8K – – –
DSC
316
Duncker Streett & Co
Missouri
$76K +$184 +1 +0.3%
DBT
317
Dubuque Bank & Trust
Iowa
$69K – – –
BRWM
318
B. Riley Wealth Management
Tennessee
$51K -$515K -2,795 -91%
FANJ
319
Financial Architects (New Jersey)
New Jersey
$38K – – –
TWA
320
TCI Wealth Advisors
Arizona
$37K – – –
CI
321
Clal Insurance
Israel
$34K +$32.8K +178 New
TF
322
Tompkins Financial
New York
$28K – – –
SIA
323
Stancorp Investment Advisers
Oregon
$24K +$23K +125 New
BFEC
324
Benjamin F. Edwards & Company
Missouri
$22K -$184 -1 -0.8%
IPC
325
Independent Portfolio Consultants
Florida
$21K – – –
11 12
13
14 15