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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
1051
Lake Point Wealth Management
Texas
$29K -$1.39M -5,551 -98%
EWM
1052
Edge Wealth Management
New York
$27K – – –
AIC
1053
Archer Investment Corporation
Indiana
$26K – – –
IF
1054
Ironwood Financial
Arizona
$25K – – –
BWP
1055
Baldwin Wealth Partners
Massachusetts
$23K – – –
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
PO
1057
Private Ocean
California
$21K – – –
GCM
1058
Garland Capital Management
Washington
$19K – – –
IWMA
1059
Ironwood Wealth Management (Arizona)
Arizona
$19K – – –
RFWA
1060
RPg Family Wealth Advisory
Massachusetts
$18.7K -$2.11M -8,440 -99%
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$17K -$24.2K -97 -60%
LYV
1062
Live Your Vision
Pennsylvania
$17K – – –
GAM
1063
Gemmer Asset Management
California
$17K +$250 +1 +2%
DSI
1064
Daiwa SB Investments
Japan
$16K – – –
JFA
1065
JNBA Financial Advisors
Minnesota
$15K -$5K -20 -26%
HI
1066
Hudock Inc
Pennsylvania
$15K – – –
CFN
1067
Cordasco Financial Network
Florida
$14K – – –
VNA
1068
Valley National Advisers
Pennsylvania
$13K +$12.5K +50 New
LF
1069
Lee Financial
Texas
$12K -$81.2K -325 -88%
CA
1070
Crewe Advisors
Utah
$12K – – –
MNBTD
1071
Moody National Bank Trust Division
Texas
$12K +$11.2K +45 New
SIS
1072
Sound Income Strategies
Florida
$12K +$11.7K +47 New
GCM
1073
Gables Capital Management
Florida
$10K – – –
LFG
1074
LifePlan Financial Group
Ohio
$10K +$9.99K +40 New
WAS
1075
WESPAC Advisors SoCal
California
$7K +$7.49K +30 New
41 42
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