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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
Baystate Wealth Management
Massachusetts
$346K +$140K +372 +60%
EIA
1752
Eldridge Investment Advisors
New Hampshire
$345K -$7.53K -20 -2%
JSL
1753
JT Stratford LLC
Georgia
$344K -$146K -388 -28%
MFA
1754
Morling Financial Advisors
California
$342K – – –
FI
1755
Financial Insights
Washington
$342K +$32K +85 +9%
FAT
1756
First American Trust
California
$341K -$4.93M -13,094 -93%
CCM
1757
Chiron Capital Management
Florida
$341K -$55K -146 -13%
AWA
1758
Acorn Wealth Advisors
Michigan
$337K +$12.8K +34 +4%
PA
1759
Perennial Advisors
New York
$336K -$4.9K -13 -1%
AP
1760
Americana Partners
Texas
$336K +$377 +1 +0.1%
PAM
1761
Panagora Asset Management
Massachusetts
$335K +$32.4K +86 +10%
HBT
1762
Hills Bank & Trust
Iowa
$332K -$9.42K -25 -3%
VWM
1763
Vigilare Wealth Management
Arizona
$332K – – –
SFS
1764
Stiles Financial Services
Minnesota
$331K – – –
FWM
1765
Fairhaven Wealth Management
Illinois
$331K +$157K +417 +78%
PFA
1766
Pathway Financial Advisors
Vermont
$326K – – –
HWA
1767
Heartwood Wealth Advisors
Virginia
$324K +$55.8K +148 +19%
MPIA
1768
Mountain Pacific Investment Advisers
Idaho
$323K – – –
AC
1769
Avestar Capital
New York
$323K +$138K +365 +65%
CG
1770
Corundum Group
Colorado
$320K -$17.7K -47 -5%
LNB
1771
Ledyard National Bank
$319K – – –
PG
1772
Patten Group
Tennessee
$319K – – –
RMC
1773
Resources Management Corp
Connecticut
$319K – – –
SCM
1774
SOL Capital Management
Maryland
$319K – – –
GA
1775
Greenspring Advisors
Maryland
$318K -$42.9K -114 -11%
69 70
71
72 73