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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
826
Benjamin F. Edwards & Company
Missouri
$96K -$14.1K -57 -13%
LF
827
Lee Financial
Texas
$92K – – –
PCFFS
828
Pacific Center for Financial Services
California
$91K +$83.4K +336 +1,159%
RBC
829
Roble Belko & Company
Pennsylvania
$87K – – –
WAM
830
Watermark Asset Management
California
$87K – – –
MFW
831
Mosaic Family Wealth
Missouri
$87K +$4.22K +17 +5%
JWM
832
Janiczek Wealth Management
Colorado
$86K +$85.1K +343 New
GI
833
Gradient Investments
Minnesota
$83K +$67.3K +271 +430%
AWM
834
Aevitas Wealth Management
Massachusetts
$81K +$80.7K +325 New
AIS
835
Accurate Investment Solutions
Pennsylvania
$77K -$12.2K -49 -14%
WEC
836
Winslow Evans & Crocker
Massachusetts
$76K – – –
SNT
837
Security National Trust
West Virginia
$76K +$9.19K +37 +14%
AC
838
Avestar Capital
New York
$71K – – –
RFM
839
Royal Fund Management
Florida
$69K +$13.4K +54 +24%
WIM
840
Westside Investment Management
California
$68.9K +$745 +3 +1%
NWM
841
Northwest Wealth Management
Iowa
$68K -$45.2K -182 -40%
PSC
842
Prentiss Smith & Co
Vermont
$65K – – –
KL
843
KWMG LLC
Kansas
$63K +$62.8K +253 New
AIM
844
Advantage Investment Management
Iowa
$61K +$60.3K +243 New
LFA
845
Legacy Financial Advisors
Kentucky
$58K – – –
BWM
846
Baystate Wealth Management
Massachusetts
$58K +$248 +1 +0.4%
IP
847
Intellectus Partners
California
$57K – – –
LIA
848
LS Investment Advisors
Michigan
$57K – – –
MPWT
849
MassMutual Private Wealth & Trust
Connecticut
$54.9K -$80.7K -325 -60%
TCCM
850
Timber Creek Capital Management
Massachusetts
$53K – – –
32 33
34
35 36