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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1026
Panagora Asset Management
Massachusetts
$187K +$183K +693 New
BBA
1027
Braun-Bostich & Associates
Pennsylvania
$185K -$63.2K -239 -26%
BWM
1028
BerganKDV Wealth Management
Minnesota
$182K – – –
PO
1029
Private Ocean
California
$182K +$158K +597 +728%
CIAS
1030
Capital Investment Advisory Services
North Carolina
$172K +$9.26K +35 +6%
RFM
1031
Royal Fund Management
Florida
$166K +$51.9K +196 +47%
AF
1032
Allworth Financial
California
$163K +$27.8K +105 +21%
MWM
1033
Mascoma Wealth Management
New Hampshire
$160K -$6.61K -25 -4%
TFO
1034
Tarbox Family Office
California
$160K – – –
HWA
1035
Heritage Wealth Advisors
Virginia
$156K +$154K +581 New
BWA
1036
Burt Wealth Advisors
Maryland
$153K – – –
CI
1037
CX Institutional
Indiana
$151K -$922K -3,486 -86%
CH
1038
Canton Hathaway
Rhode Island
$142K +$8.99K +34 +7%
EWM
1039
Executive Wealth Management
Michigan
$141K +$82K +310 +145%
NCM
1040
Northstar Capital Management
New York
$139K – – –
VCM
1041
Versant Capital Management
Arizona
$139K – – –
WC
1042
Westwind Capital
New Mexico
$136K – – –
SSB
1043
Sandy Spring Bank
Maryland
$129K +$42.6K +161 +51%
MCM
1044
MV Capital Management
Maryland
$126K – – –
TFGT
1045
TS Financial Group (TSFG)
Illinois
$124K – – –
FGAM
1046
Financial Gravity Asset Management
Texas
$119K – – –
PWMG
1047
Prestige Wealth Management Group
New Jersey
$116K – – –
RBC
1048
Roble Belko & Company
Pennsylvania
$99K – – –
PCFFS
1049
Pacific Center for Financial Services
California
$98K – – –
ME
1050
McIlrath & Eck
Washington
$96K – – –
40 41
42
43 44