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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1076
Archer Investment Corporation
Indiana
$34K +$7.41K +28 +28%
HDIM
1077
Hanson & Doremus Investment Management
Vermont
$34K +$33.3K +126 New
EK
1078
Evensky & Katz
Florida
$33K – – –
RFA
1079
Reilly Financial Advisors
California
$30K +$26.2K +99 +900%
LPWM
1080
Lake Point Wealth Management
Texas
$29K – – –
HIIFS
1081
Harel Insurance Investments & Financial Services
Israel
$29K +$11.1K +42 +64%
DAM
1082
Delta Asset Management
Tennessee
$27K -$13.8K -52 -34%
SCA
1083
Stonebridge Capital Advisors
Minnesota
$27K +$26.5K +100 New
IF
1084
Ironwood Financial
Arizona
$26K – – –
BWP
1085
Baldwin Wealth Partners
Massachusetts
$24K – – –
LWCFA
1086
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
RFWA
1087
RPg Family Wealth Advisory
Massachusetts
$19.4K – – –
IWMA
1088
Ironwood Wealth Management (Arizona)
Arizona
$19K -$529 -2 -3%
GCM
1089
Garland Capital Management
Washington
$19K – – –
MWM
1090
Merriman Wealth Management
Washington
$17.5K +$27K +102 +2%
HI
1091
Hudock Inc
Pennsylvania
$16K – – –
JFA
1092
JNBA Financial Advisors
Minnesota
$15K – – –
MAU
1093
MRA Associates USA
Arizona
$14.3K +$14K +53 New
CFN
1094
Cordasco Financial Network
Florida
$14K – – –
GEA
1095
Glen Eagle Advisors
New Jersey
$13.5K +$13.2K +50 New
CA
1096
Crewe Advisors
Utah
$13K – – –
SIS
1097
Sound Income Strategies
Florida
$13K – – –
VNA
1098
Valley National Advisers
Pennsylvania
$13K – – –
LF
1099
Lee Financial
Texas
$12K – – –
GCM
1100
Gables Capital Management
Florida
$11K – – –
42 43
44
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