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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Calton & Associates
Florida
$172K +$159K +664 New
IP
752
Intellectus Partners
California
$166K – – –
MWM
753
Mascoma Wealth Management
New Hampshire
$157K -$29.9K -125 -17%
TFO
754
Tarbox Family Office
California
$145K +$142K +593 New
CCM
755
Covington Capital Management
California
$135K – – –
IWP
756
Icon Wealth Partners
Texas
$135K +$131K +549 New
HT
757
Heritage Trust
Oklahoma
$127K – – –
VCM
758
Versant Capital Management
Arizona
$127K +$1.43K +6 +1%
DOA
759
D'Orazio & Associates
Virginia
$123K +$120K +500 New
BWA
760
Burt Wealth Advisors
Maryland
$121K – – –
HNB
761
Huntington National Bank
Ohio
$110K – – –
ME
762
McIlrath & Eck
Washington
$108K +$105K +440 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$104K +$102K +425 New
PFA
764
Pathway Financial Advisors
Vermont
$101K +$98.5K +412 New
BFEC
765
Benjamin F. Edwards & Company
Missouri
$99K -$55K -230 -36%
THWM
766
Taylor Hoffman Wealth Management
Virginia
$99K +$96.3K +403 New
CTC
767
Central Trust Company
Missouri
$98K -$7.17K -30 -7%
LF
768
Lee Financial
Texas
$98K -$5.97K -25 -6%
DBT
769
Dubuque Bank & Trust
Iowa
$92K +$2.15K +9 +2%
WAM
770
Watermark Asset Management
California
$86K -$20.6K -86 -20%
FWM
771
Focused Wealth Management
New York
$86K – – –
RBC
772
Roble Belko & Company
Pennsylvania
$86K – – –
KJWM
773
Kiley Juergens Wealth Management
Washington
$84K +$82.5K +345 New
AF
774
Allworth Financial
California
$82K -$147K -614 -65%
MFW
775
Mosaic Family Wealth
Missouri
$81K -$23.9K -100 -23%
29 30
31
32 33