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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2051
MOTCO
Texas
$8K – – –
OA
2052
Operose Advisors
Wisconsin
$7K +$5.84K +16 +320%
BLC
2053
Brown, Lisle/Cummings
Rhode Island
$6.57K – – –
IRC
2054
Investors Research Corp
Georgia
$6K – – –
EWM
2055
EPG Wealth Management
Georgia
$5K +$5.48K +15 New
FRA
2056
Front Row Advisors
California
$4K – – –
JGCM
2057
Joseph Group Capital Management
Ohio
$4K – – –
SAM
2058
Strategic Asset Management
Minnesota
$4K – – –
BCM
2059
Blume Capital Management
California
$4K +$2.19K +6 +100%
RDIA
2060
RE Dickinson Investment Advisors
Iowa
$4K +$4.02K +11 New
BHWM
2061
Bay Harbor Wealth Management
Maryland
$3K – – –
POIA
2062
Pin Oak Investment Advisors
Texas
$3K – – –
LS
2063
Leelyn Smith
Illinois
$2K -$1.21M -3,311 -100%
FA
2064
Faithward Advisors
Pennsylvania
$2K -$5.11K -14 -70%
C
2065
Covestor
United Kingdom
$2K – – –
GTAM
2066
Global Trust Asset Management
Florida
$2K – – –
CIR
2067
Clear Investment Research
Georgia
$2K +$2.56K +7 New
MRCM
2068
M&R Capital Management
New Jersey
$1K -$3.65K -10 -67%
VCM
2069
Versant Capital Management
Arizona
$1K -$2.92K -8 -80%
CWA
2070
Clearview Wealth Advisors
Oregon
$1K – – –
TC
2071
Truvestments Capital
Florida
$1K – – –
TFA
2072
Transamerica Financial Advisors
Florida
$1K +$730 +2 New
FFA
2073
Fairfield Financial Advisors
Massachusetts
$328 – – –
WIM
2074
Westside Investment Management
California
$189 +$365 +1 +0.2%
CCWA
2075
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$250M -722,135 Closed
81 82
83
84 85