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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
826
Ledyard National Bank
$97K +$5.96K +24 +7%
BFEC
827
Benjamin F. Edwards & Company
Missouri
$96K -$14.1K -57 -13%
LF
828
Lee Financial
Texas
$92K – – –
PCFFS
829
Pacific Center for Financial Services
California
$91K +$83.4K +336 +1,159%
RBC
830
Roble Belko & Company
Pennsylvania
$87K – – –
WAM
831
Watermark Asset Management
California
$87K – – –
MFW
832
Mosaic Family Wealth
Missouri
$87K +$4.22K +17 +5%
JWM
833
Janiczek Wealth Management
Colorado
$86K +$85.1K +343 New
GI
834
Gradient Investments
Minnesota
$83K +$67.3K +271 +430%
AWM
835
Aevitas Wealth Management
Massachusetts
$81K +$80.7K +325 New
AIS
836
Accurate Investment Solutions
Pennsylvania
$77K -$12.2K -49 -14%
WEC
837
Winslow Evans & Crocker
Massachusetts
$76K – – –
SNT
838
Security National Trust
West Virginia
$76K +$9.19K +37 +14%
AC
839
Avestar Capital
New York
$71K – – –
RFM
840
Royal Fund Management
Florida
$69K +$13.4K +54 +24%
WIM
841
Westside Investment Management
California
$68.9K +$745 +3 +1%
NWM
842
Northwest Wealth Management
Iowa
$68K -$45.2K -182 -40%
PSC
843
Prentiss Smith & Co
Vermont
$65K – – –
KL
844
KWMG LLC
Kansas
$63K +$62.8K +253 New
AIM
845
Advantage Investment Management
Iowa
$61K +$60.3K +243 New
LFA
846
Legacy Financial Advisors
Kentucky
$58K – – –
BWM
847
Baystate Wealth Management
Massachusetts
$58K +$248 +1 +0.4%
IP
848
Intellectus Partners
California
$57K – – –
LIA
849
LS Investment Advisors
Michigan
$57K – – –
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$54.9K -$80.7K -325 -60%
32 33
34
35 36