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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1376
Pacific Center for Financial Services
California
$118K – – –
PP
1377
Pacifica Partners
Canada
$116K -$30.5K -100 -21%
FWM
1378
Focused Wealth Management
New York
$104K +$305 +1 +0.3%
GAM
1379
Gemmer Asset Management
California
$100K -$19.8K -65 -17%
JSC
1380
Jackson Square Capital
California
$100K – – –
SIAS
1381
Shine Investment Advisory Services
Colorado
$99K +$6.7K +22 +7%
LDFR
1382
Lehman & Derafelo Financial Resources
Pennsylvania
$98K – – –
HWA
1383
HHM Wealth Advisors
Tennessee
$97K +$609 +2 +0.6%
SNT
1384
Security National Trust
West Virginia
$94K – – –
FWP
1385
FAS Wealth Partners
Kansas
$85K +$305 +1 +0.4%
MPWT
1386
MassMutual Private Wealth & Trust
Connecticut
$81K +$36.9K +121 +85%
HWA
1387
HCR Wealth Advisors
California
$79K – – –
PS
1388
Planned Solutions
California
$78K +$77.4K +254 New
TF
1389
TimeScale Financial
Massachusetts
$77K +$305 +1 +0.4%
CHAM
1390
Clear Harbor Asset Management
Connecticut
$75.4K +$74.6K +245 New
CDIA
1391
Capital Directions Investment Advisors
Georgia
$70K – – –
CT
1392
Caldwell Trust
Florida
$69.5K – – –
PO
1393
Private Ocean
California
$69K – – –
AWA
1394
Arkadios Wealth Advisors
Georgia
$66.8K +$3.05K +10 +5%
IWP
1395
IAG Wealth Partners
Wisconsin
$66K -$21.6K -71 -25%
MPCG
1396
Matrix Private Capital Group
New York
$64K – – –
AWM
1397
AllSquare Wealth Management
New York
$62K – – –
ETI
1398
Enterprise Trust & Investment
California
$62K – – –
LWA
1399
Lenox Wealth Advisors
New York
$62K – – –
MSFP
1400
Mark Sheptoff Financial Planning
Connecticut
$62K – – –
54 55
56
57 58