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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
776
Polaris Wealth Advisory Group
California
$186K -$48.4K -193 -20%
PFBT
777
Parkside Financial Bank & Trust
Missouri
$179K -$29.6K -118 -14%
BCA
778
Bray Capital Advisors
Florida
$178K +$185K +736 New
DWA
779
Divergent Wealth Advisors
Utah
$163K +$169K +672 New
MCWS
780
McKinley Carter Wealth Services
West Virginia
$155K +$161K +642 New
MWM
781
Mascoma Wealth Management
New Hampshire
$150K – – –
VIA
782
Vantage Investment Advisors
Pennsylvania
$150K +$92.8K +370 +148%
TFO
783
Tarbox Family Office
California
$144K – – –
BWA
784
Burt Wealth Advisors
Maryland
$138K +$19.1K +76 +15%
CCM
785
Covington Capital Management
California
$133K – – –
IWP
786
Icon Wealth Partners
Texas
$133K +$502 +2 +0.4%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$132K -$80.3K -320 -37%
VCM
788
Versant Capital Management
Arizona
$125K – – –
CFA
789
Carroll Financial Associates
North Carolina
$119K +$61.5K +245 +98%
ECM
790
Exchange Capital Management
Michigan
$113K +$117K +465 New
HT
791
Heritage Trust
Oklahoma
$110K -$15.8K -63 -12%
NWM
792
Northwest Wealth Management
Iowa
$110K +$114K +456 New
ME
793
McIlrath & Eck
Washington
$107K – – –
BFEC
794
Benjamin F. Edwards & Company
Missouri
$107K +$9.28K +37 +9%
VFA
795
Valeo Financial Advisors
Indiana
$103K -$95.3K -380 -47%
WTB
796
Washington Trust Bank
Washington
$103K +$94.8K +378 +804%
FWM
797
Focused Wealth Management
New York
$102K +$17.3K +69 +20%
PFA
798
Pathway Financial Advisors
Vermont
$100K – – –
LF
799
Lee Financial
Texas
$90K -$7.53K -30 -8%
SLF
800
Sun Life Financial
Ontario, Canada
$89.6K -$17.1M -68,023 -76%
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