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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
1201
Benchmark Financial Wealth Advisors
Florida
$213K +$203K +719 New
MGWM
1202
Marks Group Wealth Management
Minnesota
$213K +$204K +720 New
BWM
1203
BT Wealth Management
Georgia
$212K +$203K +717 New
MCWS
1204
McKinley Carter Wealth Services
West Virginia
$211K +$201K +712 New
RIA
1205
Regal Investment Advisors
Michigan
$211K +$202K +714 New
BFA
1206
Beacon Financial Advisory
Ohio
$206K +$198K +699 New
GCAC
1207
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K -$129K -455 -40%
BWM
1208
Brickley Wealth Management
California
$205K +$196K +692 New
KCM
1209
Kanawha Capital Management
Virginia
$204K +$195K +690 New
CAM
1210
Columbia Asset Management
Michigan
$204K +$195K +689 New
3F
1211
360 Financial
Minnesota
$203K +$186K +659 New
LCM
1212
Liberty Capital Management
Michigan
$202K +$193K +683 New
CFS
1213
CRA Financial Services
New Jersey
$202K +$193K +684 New
PAM
1214
Panagora Asset Management
Massachusetts
$201K +$6.79K +24 +4%
PFC
1215
Poplar Forest Capital
California
$201K +$192K +680 New
PP
1216
PrairieView Partners
Minnesota
$201K +$192K +680 New
VWM
1217
Valley Wealth Managers
New Jersey
$201K +$192K +680 New
BWM
1218
BerganKDV Wealth Management
Minnesota
$200K – – –
WB
1219
West Bancorporation
Iowa
$198K +$190K +670 New
CIAS
1220
Capital Investment Advisory Services
North Carolina
$195K +$19K +67 +11%
CI
1221
Clal Insurance
Israel
$194K -$42.6M -150,605 -72%
AC
1222
AlphaCore Capital
California
$183K +$175K +617 New
TFO
1223
Tarbox Family Office
California
$180K – – –
BWM
1224
Baystate Wealth Management
Massachusetts
$176K +$92.5K +327 +122%
CTB
1225
Country Trust Bank
Illinois
$175K -$29.4K -104 -15%
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