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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
451
Lenox Wealth Advisors
New York
$226K – – –
BHIA
452
Birch Hill Investment Advisors
Massachusetts
$226K +$215K +1,200 New
WSCM
453
Wellington Shields Capital Management
New York
$223K +$211K +1,181 New
FWSM
454
First Wilshire Securities Management
California
$222K – – –
DMC
455
Drexel Morgan & Co
Pennsylvania
$221K – – –
MFW
456
Mosaic Family Wealth
Missouri
$220K +$1.97K +11 +0.9%
PFO
457
Pathstone Family Office
New Jersey
$219K +$208K +1,163 New
MCM
458
McRae Capital Management
New Jersey
$217K – – –
WWM
459
Willingdon Wealth Management
North Carolina
$216K +$205K +1,146 New
TNB
460
Thomasville National Bank
Georgia
$214K – – –
SCA
461
Stonebridge Capital Advisors
Minnesota
$207K -$62.6K -350 -24%
PA
462
Pinnacle Associates
New York
$207K +$197K +1,100 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$175K +$2.5K +14 +2%
FWM
464
Focused Wealth Management
New York
$165K -$55.1K -308 -26%
JAM
465
Jolley Asset Management
North Carolina
$162K +$78.7K +440 +105%
DSC
466
Duncker Streett & Co
Missouri
$161K +$61K +341 +67%
HI
467
Hudock Inc
Pennsylvania
$133K +$716 +4 +0.6%
NFG
468
Next Financial Group
Texas
$121K -$248K -1,385 -68%
AIM
469
Anchor Investment Management
South Carolina
$114K +$108K +604 New
CFA
470
Carroll Financial Associates
North Carolina
$101K +$52.6K +294 +120%
FAM
471
Formidable Asset Management
Ohio
$98K -$4.47K -25 -5%
WEC
472
Winslow Evans & Crocker
Massachusetts
$91.1K -$179 -1 -0.2%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$85K +$80.7K +451 New
TIM
474
Tortoise Investment Management
New York
$73K +$61.4K +343 +780%
HF
475
Hoxton Financial
West Virginia
$70K +$66.4K +371 New
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