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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
776
Dubuque Bank & Trust
Iowa
$92K +$2.15K +9 +2%
WAM
777
Watermark Asset Management
California
$86K -$20.6K -86 -20%
FWM
778
Focused Wealth Management
New York
$86K – – –
RBC
779
Roble Belko & Company
Pennsylvania
$86K – – –
KJWM
780
Kiley Juergens Wealth Management
Washington
$84K +$82.5K +345 New
AF
781
Allworth Financial
California
$82K -$147K -614 -65%
MFW
782
Mosaic Family Wealth
Missouri
$81K -$23.9K -100 -23%
VCM
783
Virtue Capital Management
Tennessee
$79K +$77.4K +324 New
LNB
784
Ledyard National Bank
$78K +$64.5K +270 +551%
WC
785
Westwind Capital
New Mexico
$77K +$74.6K +312 New
OWA
786
One Wealth Advisors
California
$75K +$73.4K +307 New
AC
787
Avestar Capital
New York
$67K +$66.7K +279 New
WEC
788
Winslow Evans & Crocker
Massachusetts
$64.5K – – –
PSC
789
Prentiss Smith & Co
Vermont
$64K – – –
AIS
790
Accurate Investment Solutions
Pennsylvania
$63K +$478 +2 +0.8%
FNB
791
Farmers National Bank
Kentucky
$63K +$61.7K +258 New
CFA
792
Carroll Financial Associates
North Carolina
$61K – – –
VIA
793
Vantage Investment Advisors
Pennsylvania
$61K – – –
SQA
794
Simon Quick Advisors
New Jersey
$60K +$55.2K +231 New
BWM
795
Baystate Wealth Management
Massachusetts
$59K +$11.7K +49 +27%
FC
796
Fiduciary Counselling
Minnesota
$57K +$55.2K +231 New
LIA
797
LS Investment Advisors
Michigan
$56K -$239K -1,000 -81%
WIM
798
Westside Investment Management
California
$54.9K +$239 +1 +0.5%
TCCM
799
Timber Creek Capital Management
Massachusetts
$52K – – –
MCM
800
Monument Capital Management
Virginia
$49K +$48K +201 New
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