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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1501
Manchester Financial
California
$270K +$63.8K +180 +32%
CWM
1502
Cranbrook Wealth Management
Michigan
$266K – – –
QPWM
1503
Quadrant Private Wealth Management
Pennsylvania
$264K +$29.8K +84 +13%
AA
1504
Ashford Advisors
New York
$262K – – –
SMFG
1505
Sumitomo Mitsui Financial Group
Japan
$262K +$255K +720 New
AGA
1506
Arkos Global Advisors
Texas
$261K – – –
PFWA
1507
Paces Ferry Wealth Advisors
Georgia
$259K – – –
TC
1508
Telemus Capital
Michigan
$259K +$39.4K +111 +19%
GAM
1509
Gemmer Asset Management
California
$257K +$80.9K +228 +48%
RA
1510
Rodgers & Associates
Pennsylvania
$256K +$42.6K +120 +21%
WCM
1511
WealthBridge Capital Management
Ohio
$255K -$53.5K -151 -18%
CFS
1512
CRA Financial Services
New Jersey
$255K -$1.42K -4 -0.6%
CWM
1513
Chronos Wealth Management
Florida
$255K – – –
ATFA
1514
All Terrain Financial Advisors
Minnesota
$255K +$248K +700 New
GCP
1515
GSA Capital Partners
United Kingdom
$255K +$249K +701 New
MFW
1516
Mosaic Family Wealth
Missouri
$253K -$403K -1,136 -62%
CT
1517
Caldwell Trust
Florida
$251K +$164K +463 +205%
VFG
1518
V2 Financial group
Illinois
$249K +$10.6K +30 +5%
SIM
1519
Stratos Investment Management
Ohio
$247K +$1.06K +3 +0.4%
JFA
1520
JNBA Financial Advisors
Minnesota
$244K – – –
CAM
1521
Columbia Asset Management
Michigan
$242K – – –
CCA
1522
Cadent Capital Advisors
Oklahoma
$242K +$355 +1 +0.2%
TA
1523
TrueWealth Advisors
Alabama
$241K +$225K +635 New
CWA
1524
Centennial Wealth Advisory
Michigan
$241K +$234K +661 New
LNB
1525
Ledyard National Bank
$241K +$234K +661 New
59 60
61
62 63