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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
376
Gupta Wealth Management
California
$46K +$30.8K +160 +186%
CFA
377
Carroll Financial Associates
North Carolina
$46K +$47K +244 New
NFG
378
Next Financial Group
Texas
$35K – – –
S
379
SignatureFD
Georgia
$31K +$31.2K +162 New
TF
380
Tompkins Financial
New York
$28K – – –
TDC
381
Thompson Davis & Co
Virginia
$25K +$3.08K +16 +14%
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$2.7K +14 +13%
IPC
383
Independent Portfolio Consultants
Florida
$21K – – –
LWCFA
384
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
JWA
385
JFS Wealth Advisors
Pennsylvania
$19K – – –
BCM
386
Brookstone Capital Management
Illinois
$19K +$19.3K +100 New
WIC
387
Woodmont Investment Counsel
Tennessee
$16K +$16.4K +85 New
WA
388
Winfield Associates
Ohio
$9K – – –
TIM
389
Tortoise Investment Management
New York
$8K – – –
AIM
390
Advantage Investment Management
Iowa
$7K -$878K -4,557 -99%
IF
391
Ironwood Financial
Arizona
$7K – – –
FA
392
FMA Advisory
Pennsylvania
$6K +$6.17K +32 New
BRWM
393
B. Riley Wealth Management
Tennessee
$5K -$53K -275 -90%
ARMC
394
American Research & Management Company
Massachusetts
$4K – – –
PTC
395
Philadelphia Trust Company
Pennsylvania
$1.87K +$68.2K +354 New
CHP
396
Cable Hill Partners
Oregon
$1K – – –
LFR
397
Lehman Financial Resources
Pennsylvania
$1K +$771 +4 +100%
RJFSA
398
Raymond James Financial Services Advisors
Florida
– -$17.4M -91,931 Closed
TMNFIC
399
Tokio Marine & Nichido Fire Insurance Company
Japan
– -$17.2M -91,000 Closed
NG
400
NatWest Group
United Kingdom
– -$5.86M -30,959 Closed
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