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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1201
Burt Wealth Advisors
Maryland
$200K +$77.3K +276 +48%
TFO
1202
Tarbox Family Office
California
$190K +$54.4K +194 +32%
IA
1203
Independence Advisors
Pennsylvania
$190K +$199K +709 +771%
HWA
1204
Heritage Wealth Advisors
Virginia
$188K – – –
RWM
1205
Raffa Wealth Management
District of Columbia
$185K -$285K -1,018 -57%
AIM
1206
Arcadia Investment Management
Michigan
$180K – – –
VCM
1207
Versant Capital Management
Arizona
$180K +$68.4K +244 +47%
NEIRG
1208
New England Investment & Retirement Group
Massachusetts
$178K – – –
NCM
1209
Next Capital Management
New York
$177K -$119K -425 -36%
CIAS
1210
Capital Investment Advisory Services
North Carolina
$174K +$21.3K +76 +12%
CWM
1211
Cranbrook Wealth Management
Michigan
$173K – – –
SFSG
1212
Stearns Financial Services Group
North Carolina
$168K -$19.3K -69 -9%
TCM
1213
Tradewinds Capital Management
Washington
$165K +$95K +339 +94%
AC
1214
AlphaCore Capital
California
$160K +$16.8K +60 +10%
FCM
1215
Firestone Capital Management
Florida
$160K +$189K +676 New
WB
1216
West Bancorporation
Iowa
$159K – – –
CB
1217
CNB Bank
Pennsylvania
$153K -$352K -1,255 -66%
NC
1218
NewSquare Capital
Pennsylvania
$153K +$158K +565 +689%
FANJ
1219
Financial Architects (New Jersey)
New Jersey
$140K +$118K +422 +250%
WC
1220
Westwind Capital
New Mexico
$139K – – –
PP
1221
PrairieView Partners
Minnesota
$138K -$27.2K -97 -14%
BWI
1222
Beacon Wealthcare Inc
North Carolina
$136K +$161K +576 New
PA
1223
Procyon Advisors
Connecticut
$135K -$5.6K -20 -3%
MF
1224
Manchester Financial
California
$132K +$156K +558 New
TF
1225
TimeScale Financial
Massachusetts
$130K -$1.6M -5,725 -91%
47 48
49
50 51