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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
801
Accurate Investment Solutions
Pennsylvania
$86K +$24.8K +99 +39%
CTC
802
Central Trust Company
Missouri
$85K -$12.3K -49 -12%
RBC
803
Roble Belko & Company
Pennsylvania
$85K – – –
WAM
804
Watermark Asset Management
California
$85K – – –
AF
805
Allworth Financial
California
$82K +$1.25K +5 +1%
MFW
806
Mosaic Family Wealth
Missouri
$80K – – –
WC
807
Westwind Capital
New Mexico
$76K – – –
WEC
808
Winslow Evans & Crocker
Massachusetts
$73.4K +$10K +40 +15%
RA
809
Rational Advisors
New York
$73K +$75.3K +300 New
AC
810
Avestar Capital
New York
$70K +$3.51K +14 +5%
SNT
811
Security National Trust
West Virginia
$65K +$67K +267 New
WIM
812
Westside Investment Management
California
$64.7K +$14.1K +56 +26%
CDIA
813
Capital Directions Investment Advisors
Georgia
$64K +$66K +263 New
PSC
814
Prentiss Smith & Co
Vermont
$63K – – –
DBT
815
Dubuque Bank & Trust
Iowa
$57K -$35.6K -142 -38%
BWM
816
Baystate Wealth Management
Massachusetts
$56K – – –
IP
817
Intellectus Partners
California
$55K -$113K -450 -67%
LIA
818
LS Investment Advisors
Michigan
$55K – – –
LFA
819
Legacy Financial Advisors
Kentucky
$55K +$33.1K +132 +140%
SIS
820
Sound Income Strategies
Florida
$55K +$57.2K +228 New
RFM
821
Royal Fund Management
Florida
$54K +$14.8K +59 +36%
TCCM
822
Timber Creek Capital Management
Massachusetts
$52K – – –
FGAM
823
Financial Gravity Asset Management
Texas
$51K +$53.2K +212 New
FGC
824
Financial Gravity Companies
Texas
$51K +$53.2K +212 New
VCM
825
Virtue Capital Management
Tennessee
$49K -$31.1K -124 -38%
31 32
33
34 35