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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
1076
Quadrant Capital Group
Ohio
$77K – – –
EI
1077
Ellevest Inc
New York
$73K +$15.2K +56 +27%
BWM
1078
Baystate Wealth Management
Massachusetts
$73K +$27.4K +101 +60%
PWP
1079
Personal Wealth Partners
Minnesota
$61K – – –
AAP
1080
Arax Advisory Partners
Colorado
$59K -$19K -70 -24%
FA
1081
Fortis Advisors
Pennsylvania
$57K +$271 +1 +0.5%
LWA
1082
Lenox Wealth Advisors
New York
$55K -$284K -1,046 -84%
AWM
1083
AllSquare Wealth Management
New York
$55K – – –
MSFP
1084
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
SB
1085
Strategic Blueprint
Georgia
$52K +$51.6K +190 New
FWM
1086
Focused Wealth Management
New York
$51K +$271 +1 +0.5%
KWA
1087
KCS Wealth Advisory
California
$49.6K +$49.4K +182 New
AF
1088
Arrow Financial
New York
$47K – – –
FANJ
1089
Financial Architects (New Jersey)
New Jersey
$46K – – –
DAM
1090
Delta Asset Management
Tennessee
$46K +$19K +70 +70%
NSB
1091
Norway Savings Bank
Maine
$45K – – –
GWMIA
1092
Global Wealth Management Investment Advisory
Florida
$45K +$1.09K +4 +2%
SJIM
1093
St. Johns Investment Management
Florida
$42K – – –
APW
1094
Acima Private Wealth
Virginia
$40K +$40.7K +150 New
CT
1095
Clearstead Trust
Maine
$38K – – –
DP
1096
Denver PWM
Colorado
$36.4K +$36.4K +134 New
NIC
1097
Northwest Investment Counselors
Oregon
$34K +$33.9K +125 New
EK
1098
Evensky & Katz
Florida
$33K +$271 +1 +0.8%
IF
1099
Ironwood Financial
Arizona
$27K – – –
SCA
1100
Stonebridge Capital Advisors
Minnesota
$27K – – –