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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
MinichMacGregor Wealth Management
New York
$36K +$7.07K +27 +25%
CT
902
Clearstead Trust
Maine
$35K -$2.09K -8 -6%
FPFS
903
First Personal Financial Services
North Carolina
$35K – – –
CG
904
Cutler Group
California
$34K +$33.8K +129 New
TC
905
Truvestments Capital
Florida
$31K +$30.1K +115 New
BA
906
Ballew Advisors
Mississippi
$29K +$262 +1 +0.9%
EWM
907
Edge Wealth Management
New York
$28K – – –
PG
908
Patten Group
Tennessee
$27K – – –
KF
909
Krilogy Financial
Missouri
$27K +$26.4K +101 New
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
SWP
911
Strategic Wealth Partners
Ohio
$26K – – –
IF
912
Ironwood Financial
Arizona
$26K +$25.6K +98 New
AAP
913
Arax Advisory Partners
Colorado
$25K +$24.3K +93 New
BWP
914
Baldwin Wealth Partners
Massachusetts
$24K – – –
PO
915
Private Ocean
California
$22K – – –
HIIFS
916
Harel Insurance Investments & Financial Services
Israel
$21K +$20.4K +78 New
VCM
917
Vigilant Capital Management
Maine
$20K – – –
PA
918
Perennial Advisors
New York
$19K – – –
GAM
919
Gemmer Asset Management
California
$18K +$262 +1 +2%
PFGIA
920
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$11.3K +43 +172%
OBWP
921
O'Brien Wealth Partners
Massachusetts
$18K +$16K +61 +1,017%
LYV
922
Live Your Vision
Pennsylvania
$17K – – –
CIR
923
Clear Investment Research
Georgia
$17K +$16.2K +62 New
DSI
924
Daiwa SB Investments
Japan
$16K – – –
OWA
925
One Wealth Advisors
California
$16K +$15.7K +60 New
35 36
37
38 39