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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
751
Lavaca Capital
Texas
$610K – – –
PMG
752
ProVise Management Group
Florida
$608K +$17.5K +70 +3%
RMDI
753
R.M. Davis Inc
Maine
$604K -$52K -208 -8%
TNB
754
Thomasville National Bank
Georgia
$599K -$500 -2 -0.1%
BB
755
Busey Bank
Illinois
$596K +$573K +2,294 New
CBFP
756
Cedar Brook Financial Partners
Ohio
$594K +$45.5K +182 +9%
AJ
757
Ashburton (Jersey)
Jersey
$592K +$570K +2,280 New
TF
758
Trek Financial
Arizona
$589K -$53.7K -215 -9%
SWM
759
SeaCrest Wealth Management
New York
$588K -$1.75K -7 -0.3%
TCM
760
Traynor Capital Management
Pennsylvania
$585K +$211K +843 +60%
IAMOG
761
Investors Asset Management of Georgia
Georgia
$582K – – –
MFS
762
Madrona Financial Services
Washington
$581K +$559K +2,238 New
SFSIG
763
San Francisco Sentry Investment Group
California
$578K -$23.5K -94 -4%
PWM
764
Perigon Wealth Management
California
$575K – – –
CC
765
Courier Capital
New York
$571K -$5.5K -22 -1%
CPIA
766
Cornell Pochily Investment Advisors
New York
$569K -$77.4K -310 -12%
MFG
767
Magnus Financial Group
New York
$566K +$3K +12 +0.6%
VCM
768
Violich Capital Management
California
$552K +$55K +220 +12%
LWA
769
Lenox Wealth Advisors
New York
$548K +$140K +560 +36%
AIA
770
Arcadia Investment Advisors
Idaho
$542K – – –
PFS
771
Prospera Financial Services
Texas
$539K +$186K +744 +58%
DWA
772
Douglass Winthrop Advisors
New York
$537K +$59K +236 +13%
WP
773
WealthShield Partners
North Carolina
$533K +$42.5K +170 +9%
HR
774
Hayden Royal
North Carolina
$527K -$1.38M -5,540 -73%
CAM
775
Cypress Asset Management
Texas
$526K +$506K +2,025 New
29 30
31
32 33