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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1051
Heritage Wealth Advisors
Virginia
$158K – – –
BWA
1052
Burt Wealth Advisors
Maryland
$155K – – –
CH
1053
Canton Hathaway
Rhode Island
$144K – – –
VCM
1054
Versant Capital Management
Arizona
$141K – – –
NCM
1055
Northstar Capital Management
New York
$140K – – –
SC
1056
Sawyer & Company
Massachusetts
$139K +$96.4K +355 +229%
WC
1057
Weil Company
California
$139K +$138K +510 New
WC
1058
Westwind Capital
New Mexico
$138K – – –
MCM
1059
MV Capital Management
Maryland
$132K +$4.34K +16 +3%
SSB
1060
Sandy Spring Bank
Maryland
$131K +$543 +2 +0.4%
TFGT
1061
TS Financial Group (TSFG)
Illinois
$125K – – –
PWMG
1062
Prestige Wealth Management Group
New Jersey
$118K +$543 +2 +0.5%
WEC
1063
Winslow Evans & Crocker
Massachusetts
$114K +$21.7K +80 +24%
FGAM
1064
Financial Gravity Asset Management
Texas
$107K -$12.8K -47 -11%
HFM
1065
Harvest Fund Management
China
$106K -$416K -1,531 -80%
RBC
1066
Roble Belko & Company
Pennsylvania
$100K – – –
PCFFS
1067
Pacific Center for Financial Services
California
$99K – – –
ME
1068
McIlrath & Eck
Washington
$90K -$10.6K -39 -11%
PO
1069
Private Ocean
California
$89K -$96.4K -355 -52%
MPWT
1070
MassMutual Private Wealth & Trust
Connecticut
$88K +$27.7K +102 +46%
SWA
1071
Sutton Wealth Advisors
Florida
$85.9K +$85.5K +315 New
SNT
1072
Security National Trust
West Virginia
$83K – – –
BCA
1073
Berman Capital Advisors
Georgia
$81K – – –
LB
1074
Legacy Bridge
Iowa
$81K – – –
GAM
1075
Gemmer Asset Management
California
$79K +$78.2K +288 New
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43
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