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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1051
Winslow Evans & Crocker
Massachusetts
$92K -$2.65K -10 -3%
TPWA
1052
TRUE Private Wealth Advisors
Oregon
$92K +$90.2K +341 New
W
1053
WealthStone
Ohio
$83.4K – – –
SNT
1054
Security National Trust
West Virginia
$82K – – –
RWA
1055
Redhawk Wealth Advisors
Minnesota
$81K +$79.9K +302 New
BCA
1056
Berman Capital Advisors
Georgia
$80K – – –
LB
1057
Legacy Bridge
Iowa
$80K – – –
WIM
1058
Westside Investment Management
California
$78K +$76.7K +290 New
AAP
1059
Arax Advisory Partners
Colorado
$77K +$75.9K +287 New
QCG
1060
Quadrant Capital Group
Ohio
$76K +$28.6K +108 +59%
SMFS
1061
Squar Milner Financial Services
California
$76K +$74.9K +283 New
AC
1062
Avestar Capital
New York
$63K – – –
PWP
1063
Personal Wealth Partners
Minnesota
$61K +$59.5K +225 New
MPWT
1064
MassMutual Private Wealth & Trust
Connecticut
$59K – – –
EI
1065
Ellevest Inc
New York
$57K – – –
FA
1066
Fortis Advisors
Pennsylvania
$56K +$2.65K +10 +5%
KCPG
1067
Kavar Capital Partners Group
Kansas
$56K +$55K +208 New
AWM
1068
AllSquare Wealth Management
New York
$55K – – –
MSFP
1069
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
SHJ
1070
Sharkey, Howes & Javer
Colorado
$51K – – –
MWC
1071
MKD Wealth Coaches
Michigan
$51K +$50.3K +190 New
FWM
1072
Focused Wealth Management
New York
$50K – – –
AF
1073
Arrow Financial
New York
$47K – – –
NC
1074
NewSquare Capital
Pennsylvania
$47K – – –
BWM
1075
Baystate Wealth Management
Massachusetts
$46K – – –