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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
WealthBridge Capital Management
Ohio
$107K +$12.5K +50 +14%
NWM
1002
Northwest Wealth Management
Iowa
$107K +$35K +140 +51%
ME
1003
McIlrath & Eck
Washington
$96K -$8.49K -34 -8%
PCFFS
1004
Pacific Center for Financial Services
California
$95K – – –
RBC
1005
Roble Belko & Company
Pennsylvania
$95K – – –
WEC
1006
Winslow Evans & Crocker
Massachusetts
$92K -$5K -20 -5%
MFW
1007
Mosaic Family Wealth
Missouri
$90K -$79.9K -320 -48%
SSB
1008
Sandy Spring Bank
Maryland
$82K +$79.2K +317 New
SNT
1009
Security National Trust
West Virginia
$79K – – –
CHP
1010
Cable Hill Partners
Oregon
$78K -$50.7K -203 -40%
BBHC
1011
Brown Brothers Harriman & Co
New York
$78K +$57.2K +229 +323%
AIA
1012
Armor Investment Advisors
North Carolina
$78K +$74.9K +300 New
BCA
1013
Berman Capital Advisors
Georgia
$77K – – –
LB
1014
Legacy Bridge
Iowa
$77K – – –
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$69K – – –
AC
1016
Avestar Capital
New York
$61K -$26K -104 -30%
LFA
1017
Legacy Financial Advisors
Kentucky
$59K – – –
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$57.1K -$789K -3,159 -93%
EWM
1019
Executive Wealth Management
Michigan
$56K -$7.49K -30 -12%
TCCM
1020
Timber Creek Capital Management
Massachusetts
$55K – – –
EI
1021
Ellevest Inc
New York
$55K +$52.5K +210 New
JIP
1022
JBJ Investment Partners
South Carolina
$55K +$53K +212 New
AWM
1023
AllSquare Wealth Management
New York
$53K – – –
CWA
1024
Clarus Wealth Advisors
Arizona
$52K -$648K -2,593 -93%
MSFP
1025
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
39 40
41
42 43