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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Clearstead Trust
Maine
$35K -$2.09K -8 -6%
FPFS
902
First Personal Financial Services
North Carolina
$35K – – –
CG
903
Cutler Group
California
$34K +$33.8K +129 New
TC
904
Truvestments Capital
Florida
$31K +$30.1K +115 New
BA
905
Ballew Advisors
Mississippi
$29K +$262 +1 +0.9%
EWM
906
Edge Wealth Management
New York
$28K – – –
PG
907
Patten Group
Tennessee
$27K – – –
KF
908
Krilogy Financial
Missouri
$27K +$26.4K +101 New
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
SWP
910
Strategic Wealth Partners
Ohio
$26K – – –
IF
911
Ironwood Financial
Arizona
$26K +$25.6K +98 New
AAP
912
Arax Advisory Partners
Colorado
$25K +$24.3K +93 New
BWP
913
Baldwin Wealth Partners
Massachusetts
$24K – – –
PO
914
Private Ocean
California
$22K – – –
HIIFS
915
Harel Insurance Investments & Financial Services
Israel
$21K +$20.4K +78 New
VCM
916
Vigilant Capital Management
Maine
$20K – – –
PA
917
Perennial Advisors
New York
$19K – – –
GAM
918
Gemmer Asset Management
California
$18K +$262 +1 +2%
PFGIA
919
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$11.3K +43 +172%
OBWP
920
O'Brien Wealth Partners
Massachusetts
$18K +$16K +61 +1,017%
LYV
921
Live Your Vision
Pennsylvania
$17K – – –
CIR
922
Clear Investment Research
Georgia
$17K +$16.2K +62 New
DSI
923
Daiwa SB Investments
Japan
$16K – – –
OWA
924
One Wealth Advisors
California
$16K +$15.7K +60 New
CFN
925
Cordasco Financial Network
Florida
$14K -$5.23K -20 -27%
35 36
37
38 39