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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
976
Tarbox Family Office
California
$136K – – –
CIAS
977
Capital Investment Advisory Services
North Carolina
$136K +$147K +593 New
BWA
978
Burt Wealth Advisors
Maryland
$131K – – –
IWP
979
Icon Wealth Partners
Texas
$129K +$1.24K +5 +0.9%
AF
980
Allworth Financial
California
$125K -$13.1K -53 -9%
VCM
981
Versant Capital Management
Arizona
$119K – – –
WC
982
Westwind Capital
New Mexico
$116K – – –
WTB
983
Washington Trust Bank
Washington
$116K +$19.6K +79 +19%
CHP
984
Cable Hill Partners
Oregon
$115K -$1.24K -5 -1%
CH
985
Canton Hathaway
Rhode Island
$114K – – –
HT
986
Heritage Trust
Oklahoma
$109K – – –
FGC
987
Financial Gravity Companies
Texas
$109K +$109K +441 New
PWMG
988
Prestige Wealth Management Group
New Jersey
$108K +$116K +468 New
MCM
989
MV Capital Management
Maryland
$108K +$116K +469 New
CTC
990
Central Trust Company
Missouri
$105K – – –
NSG
991
Nalls Sherbakoff Group
Tennessee
$95K +$102K +412 New
ME
992
McIlrath & Eck
Washington
$93K -$5.2K -21 -5%
FWM
993
Focused Wealth Management
New York
$92K +$248 +1 +0.2%
LNB
994
Ledyard National Bank
$89K – – –
CFA
995
Carroll Financial Associates
North Carolina
$86K -$35.2K -142 -28%
WEC
996
Winslow Evans & Crocker
Massachusetts
$86K – – –
LF
997
Lee Financial
Texas
$85K – – –
PCFFS
998
Pacific Center for Financial Services
California
$84K – – –
RBC
999
Roble Belko & Company
Pennsylvania
$84K +$3.96K +16 +5%
WCM
1000
WealthBridge Capital Management
Ohio
$82K +$87.9K +355 New
38 39
40
41 42