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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1001
Avestar Capital
New York
$77K +$13.6K +55 +19%
SNT
1002
Security National Trust
West Virginia
$70K – – –
GI
1003
Gradient Investments
Minnesota
$69K +$36.9K +149 +97%
LB
1004
Legacy Bridge
Iowa
$68K +$73.6K +297 New
BCA
1005
Berman Capital Advisors
Georgia
$68K +$74.3K +300 New
WAM
1006
Watermark Asset Management
California
$67K -$5.2K -21 -7%
WIM
1007
Westside Investment Management
California
$65K +$248 +1 +0.4%
NWM
1008
Northwest Wealth Management
Iowa
$63K – – –
BFEC
1009
Benjamin F. Edwards & Company
Missouri
$61K – – –
RFM
1010
Royal Fund Management
Florida
$59K – – –
BWM
1011
Baystate Wealth Management
Massachusetts
$57K +$248 +1 +0.4%
EWM
1012
Executive Wealth Management
Michigan
$56K +$60.4K +244 New
LFA
1013
Legacy Financial Advisors
Kentucky
$52K – – –
LIA
1014
LS Investment Advisors
Michigan
$52K – – –
BOPW
1015
Brandywine Oak Private Wealth
Pennsylvania
$51K +$55.5K +224 New
ZB
1016
Zions Bancorporation
Utah
$50K +$53.8K +217 New
TCCM
1017
Timber Creek Capital Management
Massachusetts
$49K – – –
AWM
1018
AllSquare Wealth Management
New York
$47K – – –
MSFP
1019
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
FA
1020
Fortis Advisors
Pennsylvania
$46K +$5.45K +22 +13%
MWA
1021
Meridian Wealth Advisors
Texas
$46K +$49.5K +200 New
DAM
1022
Delta Asset Management
Tennessee
$45K +$37.7K +152 +345%
SHJ
1023
Sharkey, Howes & Javer
Colorado
$44K – – –
CA
1024
Claro Advisors
Massachusetts
$41K +$37.9K +153 New
AWM
1025
Aevitas Wealth Management
Massachusetts
$40K – – –
39 40
41
42 43