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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1051
Essex Financial Services
Connecticut
$390K +$373K +1,317 New
TAM
1052
Taurus Asset Management
New York
$385K – – –
CHA
1053
Carmichael Hill & Associates
Maryland
$385K +$15.6K +55 +4%
EWM
1054
Executive Wealth Management
Michigan
$385K +$368K +1,302 New
SFM
1055
Signet Financial Management
New Jersey
$384K -$50.9K -180 -12%
PCS
1056
Personal CFO Solutions
New Jersey
$384K +$56.6K +200 +18%
BAAM
1057
Baker Avenue Asset Management
California
$383K -$7.36K -26 -2%
GAM
1058
Gould Asset Management
California
$381K -$9.9K -35 -3%
PWS
1059
Paragon Wealth Strategies
Florida
$380K +$140K +495 +63%
JWA
1060
JFS Wealth Advisors
Pennsylvania
$378K -$28.3K -100 -7%
1IA
1061
1834 Investment Advisors
Wisconsin
$376K – – –
RM
1062
Resource Management
Louisiana
$376K +$2.83K +10 +0.8%
TWM
1063
Tolleson Wealth Management
Texas
$374K – – –
GWM
1064
Geneos Wealth Management
Colorado
$365K -$87.7K -310 -20%
CCM
1065
Covington Capital Management
California
$362K +$1.41K +5 +0.4%
IWAG
1066
Integer Wealth Advisors Group
Georgia
$362K +$339K +1,198 New
LFA
1067
Lighthouse Financial Advisors
Maryland
$362K +$346K +1,224 New
IF
1068
IRON Financial
Illinois
$361K +$345K +1,219 New
FGP
1069
Foyston, Gordon, & Payne
Ontario, Canada
$359K – – –
AGA
1070
Arkos Global Advisors
Texas
$358K -$38.2K -135 -10%
FC
1071
FCA Corp
Texas
$358K – – –
GWM
1072
GSB Wealth Management
Connecticut
$358K – – –
WAG
1073
Winthrop Advisory Group
Massachusetts
$356K +$341K +1,204 New
CC
1074
Capital Counsel
New York
$355K – – –
HWA
1075
HHM Wealth Advisors
Tennessee
$354K +$849 +3 +0.3%
41 42
43
44 45