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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
Focused Wealth Management
New York
$78K +$42.3K +192 +122%
PSC
652
Prentiss Smith & Co
Vermont
$58K +$57.4K +261 New
QCG
653
Quadrant Capital Group
Ohio
$57K – – –
VWA
654
V Wealth Advisors
Kansas
$50K -$222K -1,007 -82%
WIM
655
Westside Investment Management
California
$48.1K – – –
TCCM
656
Timber Creek Capital Management
Massachusetts
$47K – – –
SHJ
657
Sharkey, Howes & Javer
Colorado
$42K – – –
BWM
658
Baystate Wealth Management
Massachusetts
$41K – – –
NSB
659
Norway Savings Bank
Maine
$37K – – –
GBBWRPM
660
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$220 +1 +0.6%
RFM
661
Royal Fund Management
Florida
$35K +$13.2K +60 +60%
RPG
662
Risk Paradigm Group
Texas
$33.8K -$3.96K -18 -11%
CT
663
Clearstead Trust
Maine
$31K +$30.6K +139 New
BWA
664
BDO Wealth Advisors
Florida
$31K +$30.8K +140 New
FPFS
665
First Personal Financial Services
North Carolina
$29K – – –
NIC
666
Northwest Investment Counselors
Oregon
$28K +$27.5K +125 New
MWM
667
MinichMacGregor Wealth Management
New York
$24K – – –
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$66K -300 -75%
PG
669
Patten Group
Tennessee
$23K – – –
JWA
670
JFS Wealth Advisors
Pennsylvania
$22K – – –
SSB
671
Sandy Spring Bank
Maryland
$22K – – –
RFWA
672
RPg Family Wealth Advisory
Massachusetts
$21.1K +$20.9K +95 New
IWM
673
IHT Wealth Management
Illinois
$20K – – –
JFA
674
JNBA Financial Advisors
Minnesota
$18K +$17.6K +80 New
GI
675
Gradient Investments
Minnesota
$15K – – –
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