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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
601
American Trust Investment Advisors
New Hampshire
$203K +$201K +940 New
HT
602
Heritage Trust
Oklahoma
$188K +$185K +867 New
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$185K -$45.7K -214 -20%
IAS
604
INR Advisory Services
Pennsylvania
$171K – – –
WEC
605
Winslow Evans & Crocker
Massachusetts
$170K +$23.5K +110 +16%
NFG
606
Next Financial Group
Texas
$170K -$478K -2,241 -74%
CFA
607
Carroll Financial Associates
North Carolina
$169K -$2.99K -14 -2%
AIM
608
Anchor Investment Management
South Carolina
$157K +$32.6K +153 +27%
HI
609
Hudock Inc
Pennsylvania
$157K +$1.71K +8 +1%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$153K -$61.2K -287 -29%
TWA
611
TCI Wealth Advisors
Arizona
$148K +$120K +563 +469%
TSW
612
Thompson Siegel & Walmsley
Virginia
$143K +$141K +660 New
SAM
613
Solaris Asset Management
New York
$142K +$140K +656 New
FNB
614
Farmers National Bank
Kentucky
$138K – – –
RWA
615
Ropes Wealth Advisors
Massachusetts
$135K -$11.3K -53 -8%
VWM
616
Valley Wealth Managers
New Jersey
$132K – – –
MFW
617
Mosaic Family Wealth
Missouri
$125K -$19.4K -91 -14%
IP
618
Intellectus Partners
California
$119K – – –
HNB
619
Huntington National Bank
Ohio
$115K – – –
VCM
620
Versant Capital Management
Arizona
$111K – – –
BWA
621
Burt Wealth Advisors
Maryland
$107K – – –
CTC
622
Central Trust Company
Missouri
$107K +$70.6K +331 +201%
PFO
623
Pathstone Family Office
New Jersey
$106K +$105K +492 New
SLF
624
Sun Life Financial
Ontario, Canada
$99.6K +$3.31M +15,505 New
PFBT
625
Parkside Financial Bank & Trust
Missouri
$99K – – –
23 24
25
26 27