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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
651
V Wealth Advisors
Kansas
$50K -$222K -1,007 -82%
WIM
652
Westside Investment Management
California
$48.1K – – –
TCCM
653
Timber Creek Capital Management
Massachusetts
$47K – – –
SHJ
654
Sharkey, Howes & Javer
Colorado
$42K – – –
BWM
655
Baystate Wealth Management
Massachusetts
$41K – – –
NSB
656
Norway Savings Bank
Maine
$37K – – –
GBBWRPM
657
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$220 +1 +0.6%
RFM
658
Royal Fund Management
Florida
$35K +$13.2K +60 +60%
RPG
659
Risk Paradigm Group
Texas
$33.8K -$3.96K -18 -11%
CT
660
Clearstead Trust
Maine
$31K +$30.6K +139 New
BWA
661
BDO Wealth Advisors
Florida
$31K +$30.8K +140 New
FPFS
662
First Personal Financial Services
North Carolina
$29K – – –
NIC
663
Northwest Investment Counselors
Oregon
$28K +$27.5K +125 New
MWM
664
MinichMacGregor Wealth Management
New York
$24K – – –
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$66K -300 -75%
PG
666
Patten Group
Tennessee
$23K – – –
JWA
667
JFS Wealth Advisors
Pennsylvania
$22K – – –
SSB
668
Sandy Spring Bank
Maryland
$22K – – –
RFWA
669
RPg Family Wealth Advisory
Massachusetts
$21.1K +$20.9K +95 New
DCM
670
DeGreen Capital Management
Arizona
$19.5K -$134K -609 -0.7%
JFA
671
JNBA Financial Advisors
Minnesota
$18K +$17.6K +80 New
GI
672
Gradient Investments
Minnesota
$15K – – –
LYV
673
Live Your Vision
Pennsylvania
$15K – – –
FC
674
Ferris Capital
Massachusetts
$13K +$13.2K +60 New
CHC
675
City Holding Co
West Virginia
$12K – – –
25 26
27
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