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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
876
KWMG LLC
Kansas
$68K – – –
FWC
877
First Washington Corp
Washington
$62K +$60.7K +232 New
IP
878
Intellectus Partners
California
$61K – – –
LIA
879
LS Investment Advisors
Michigan
$61K – – –
NFG
880
Next Financial Group
Texas
$61K +$59.4K +227 New
LFA
881
Legacy Financial Advisors
Kentucky
$60K – – –
BWM
882
Baystate Wealth Management
Massachusetts
$59K +$262 +1 +0.4%
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$58.8K – – –
TCCM
884
Timber Creek Capital Management
Massachusetts
$57K – – –
AWM
885
AllSquare Wealth Management
New York
$54K – – –
MSFP
886
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
SHJ
887
Sharkey, Howes & Javer
Colorado
$51K – – –
TC
888
Trilogy Capital
California
$51K +$1.31K +5 +3%
MWPCG
889
Measured Wealth Private Client Group
New Hampshire
$50K +$48.7K +186 New
AWM
890
Aevitas Wealth Management
Massachusetts
$47K -$39.3K -150 -46%
FA
891
Fortis Advisors
Pennsylvania
$47K – – –
AF
892
Arrow Financial
New York
$46K – – –
NC
893
NewSquare Capital
Pennsylvania
$46K – – –
NSB
894
Norway Savings Bank
Maine
$44K – – –
QCG
895
Quadrant Capital Group
Ohio
$44K – – –
MSA
896
Marino Stram & Associates
Massachusetts
$43K +$262 +1 +0.6%
GI
897
Gradient Investments
Minnesota
$41K -$47.4K -181 -54%
JFGIW
898
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
ADL
899
Asset Dedication LLC
California
$38K – – –
MWM
900
MinichMacGregor Wealth Management
New York
$36K +$7.07K +27 +25%
34 35
36
37 38