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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1226
Clear Harbor Asset Management
Connecticut
$169K +$162K +571 New
IWP
1227
IAG Wealth Partners
Wisconsin
$165K +$158K +557 New
CH
1228
Canton Hathaway
Rhode Island
$156K – – –
VCM
1229
Versant Capital Management
Arizona
$153K – – –
MCM
1230
MV Capital Management
Maryland
$143K – – –
SSB
1231
Sandy Spring Bank
Maryland
$143K +$849 +3 +0.6%
MOACM
1232
Mutual of America Capital Management
New York
$138K -$39K -138 -23%
TFGT
1233
TS Financial Group (TSFG)
Illinois
$136K – – –
HF
1234
Halpern Financial
Virginia
$134K +$128K +452 New
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$130K +$125K +442 New
GI
1236
Gradient Investments
Minnesota
$129K +$115K +405 +1,350%
PP
1237
Pacifica Partners
Canada
$127K +$121K +428 New
WEC
1238
Winslow Evans & Crocker
Massachusetts
$124K – – –
ACM
1239
Anfield Capital Management
California
$124K +$116K +409 New
TC
1240
TownSquare Capital
Utah
$123K -$106K -374 -47%
MWA
1241
Meridian Wealth Advisors
Texas
$121K +$115K +408 New
FWM
1242
Focused Wealth Management
New York
$120K +$62.2K +220 +118%
GEA
1243
Glen Eagle Advisors
New Jersey
$119K +$92.2K +326 +423%
AP
1244
Americana Partners
Texas
$119K +$115K +405 New
SAM
1245
S.A. Mason
Michigan
$118K +$113K +400 New
FGAM
1246
Financial Gravity Asset Management
Texas
$117K – – –
PCFFS
1247
Pacific Center for Financial Services
California
$108K – – –
RBC
1248
Roble Belko & Company
Pennsylvania
$108K – – –
MWM
1249
Maltin Wealth Management
New Jersey
$108K +$103K +365 New
TCM
1250
Tradewinds Capital Management
Washington
$106K +$102K +359 New
48 49
50
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