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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1001
Global Wealth Management Investment Advisory
Florida
$110K -$216K -864 -67%
RFM
1002
Royal Fund Management
Florida
$109K +$40.5K +162 +63%
FNB
1003
Farmers National Bank
Kentucky
$108K +$104K +416 New
WCM
1004
WealthBridge Capital Management
Ohio
$107K +$12.5K +50 +14%
NWM
1005
Northwest Wealth Management
Iowa
$107K +$35K +140 +51%
ME
1006
McIlrath & Eck
Washington
$96K -$8.49K -34 -8%
PCFFS
1007
Pacific Center for Financial Services
California
$95K – – –
RBC
1008
Roble Belko & Company
Pennsylvania
$95K – – –
WEC
1009
Winslow Evans & Crocker
Massachusetts
$92K -$5K -20 -5%
MFW
1010
Mosaic Family Wealth
Missouri
$90K -$79.9K -320 -48%
SSB
1011
Sandy Spring Bank
Maryland
$82K +$79.2K +317 New
SNT
1012
Security National Trust
West Virginia
$79K – – –
CHP
1013
Cable Hill Partners
Oregon
$78K -$50.7K -203 -40%
BBHC
1014
Brown Brothers Harriman & Co
New York
$78K +$57.2K +229 +323%
AIA
1015
Armor Investment Advisors
North Carolina
$78K +$74.9K +300 New
BCA
1016
Berman Capital Advisors
Georgia
$77K – – –
LB
1017
Legacy Bridge
Iowa
$77K – – –
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$69K – – –
AC
1019
Avestar Capital
New York
$61K -$26K -104 -30%
LFA
1020
Legacy Financial Advisors
Kentucky
$59K – – –
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$57.1K -$789K -3,159 -93%
EWM
1022
Executive Wealth Management
Michigan
$56K -$7.49K -30 -12%
TCCM
1023
Timber Creek Capital Management
Massachusetts
$55K – – –
EI
1024
Ellevest Inc
New York
$55K +$52.5K +210 New
JIP
1025
JBJ Investment Partners
South Carolina
$55K +$53K +212 New
39 40
41
42 43