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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1876
Bay Colony Advisors
Massachusetts
$277K +$273K +666 New
MIM
1877
Moseley Investment Management
Florida
$276K +$7.37K +18 +3%
CWM
1878
C2C Wealth Management
Arizona
$274K – – –
TAM
1879
Townsend Asset Management
North Carolina
$274K – – –
CWA
1880
Cornerstone Wealth Advisors
Minnesota
$273K – – –
LDFR
1881
Lehman & Derafelo Financial Resources
Pennsylvania
$272K +$12.3K +30 +5%
DIP
1882
DT Investment Partners
Pennsylvania
$272K +$269K +656 New
KF
1883
Krilogy Financial
Missouri
$271K -$6.14K -15 -2%
CWM
1884
Chronos Wealth Management
Florida
$270K -$20.5K -50 -7%
AFS
1885
Access Financial Services
Minnesota
$270K -$2.46K -6 -0.9%
FIB
1886
First Interstate Bank
Montana
$269K – – –
PFG
1887
Peterson Financial Group
Iowa
$268K -$34K -83 -11%
HIG
1888
Heritage Investment Group
Florida
$268K – – –
ACP
1889
Aviance Capital Partners
Florida
$268K +$819 +2 +0.3%
LA
1890
LexAurum Advisors
Kansas
$267K -$10.6K -26 -4%
NLP
1891
Next Level Private
New York
$267K – – –
WSFS
1892
Wilmington Savings Fund Society
Delaware
$267K +$263K +642 New
BAMG
1893
Brand Asset Management Group
Missouri
$266K +$29.5K +72 +13%
MLFP
1894
MPS Loria Financial Planners
Illinois
$264K +$261K +637 New
APW
1895
Acima Private Wealth
Virginia
$263K – – –
BWM
1896
Baystate Wealth Management
Massachusetts
$260K +$18K +44 +8%
MSR
1897
Main Street Research
Connecticut
$260K +$55.3K +135 +27%
SHA
1898
Seneca House Advisors
Virginia
$260K +$256K +625 New
GC
1899
Gibson Capital
Pennsylvania
$259K – – –
LWAM
1900
Legacy Wealth Asset Management
Minnesota
$259K – – –
74 75
76
77 78