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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
1001
Benjamin F. Edwards & Company
Missouri
$61K – – –
RFM
1002
Royal Fund Management
Florida
$59K – – –
BWM
1003
Baystate Wealth Management
Massachusetts
$57K +$248 +1 +0.4%
EWM
1004
Executive Wealth Management
Michigan
$56K +$60.4K +244 New
LFA
1005
Legacy Financial Advisors
Kentucky
$52K – – –
LIA
1006
LS Investment Advisors
Michigan
$52K – – –
BOPW
1007
Brandywine Oak Private Wealth
Pennsylvania
$51K +$55.5K +224 New
ZB
1008
Zions Bancorporation
Utah
$50K +$53.8K +217 New
TCCM
1009
Timber Creek Capital Management
Massachusetts
$49K – – –
AWM
1010
AllSquare Wealth Management
New York
$47K – – –
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
FA
1012
Fortis Advisors
Pennsylvania
$46K +$5.45K +22 +13%
MWA
1013
Meridian Wealth Advisors
Texas
$46K +$49.5K +200 New
DAM
1014
Delta Asset Management
Tennessee
$45K +$37.7K +152 +345%
SHJ
1015
Sharkey, Howes & Javer
Colorado
$44K – – –
CA
1016
Claro Advisors
Massachusetts
$41K +$37.9K +153 New
AWM
1017
Aevitas Wealth Management
Massachusetts
$40K – – –
AF
1018
Arrow Financial
New York
$40K – – –
NC
1019
NewSquare Capital
Pennsylvania
$40K – – –
NSB
1020
Norway Savings Bank
Maine
$38K – – –
QCG
1021
Quadrant Capital Group
Ohio
$37K – – –
MSA
1022
Marino Stram & Associates
Massachusetts
$37K +$495 +2 +1%
HIIFS
1023
Harel Insurance Investments & Financial Services
Israel
$37K +$21.1K +85 +109%
SC
1024
Sawyer & Company
Massachusetts
$36K +$38.4K +155 New
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
39 40
41
42 43