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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$105K +$297K +1,500 +3%
BWA
527
Burt Wealth Advisors
Maryland
$98K – – –
PFBT
528
Parkside Financial Bank & Trust
Missouri
$91K – – –
DBT
529
Dubuque Bank & Trust
Iowa
$73K – – –
RBC
530
Roble Belko & Company
Pennsylvania
$70K – – –
TFA
531
Transamerica Financial Advisors
Florida
$69K +$68.6K +346 New
WP
532
WealthPLAN Partners
Nebraska
$65.5K +$12.1K +61 +23%
PWM
533
Perigon Wealth Management
California
$55K +$54.5K +275 New
TCCM
534
Timber Creek Capital Management
Massachusetts
$54K +$54.5K +275 New
FWM
535
Focused Wealth Management
New York
$53K -$20K -101 -28%
VWM
536
Valley Wealth Managers
New Jersey
$50K +$14.9K +75 +42%
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$49.7K +$49.6K +250 New
TDC
538
Thompson Davis & Co
Virginia
$46K – – –
LIA
539
LS Investment Advisors
Michigan
$45K – – –
CTC
540
Central Trust Company
Missouri
$33K – – –
WCM
541
Wealthcare Capital Management
Virginia
$32K – – –
GBBWRPM
542
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K +$31.5K +159 New
ADL
543
Asset Dedication LLC
California
$28K – – –
FPFS
544
First Personal Financial Services
North Carolina
$26K +$25.8K +130 New
TWA
545
TCI Wealth Advisors
Arizona
$24K -$1.19K -6 -5%
SBL
546
Sargent Bickham Lagudis
Colorado
$21.4K -$22.1M -111,551 -98%
GI
547
Gradient Investments
Minnesota
$21K +$397 +2 +2%
CB
548
Community Bank
New York
$20K -$15.5K -78 -44%
JWA
549
JFS Wealth Advisors
Pennsylvania
$20K – – –
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
20 21
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23 24