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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1076
Personal Wealth Partners
Minnesota
$61K – – –
AAP
1077
Arax Advisory Partners
Colorado
$59K -$19K -70 -24%
FA
1078
Fortis Advisors
Pennsylvania
$57K +$271 +1 +0.5%
LWA
1079
Lenox Wealth Advisors
New York
$55K -$284K -1,046 -84%
AWM
1080
AllSquare Wealth Management
New York
$55K – – –
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
SB
1082
Strategic Blueprint
Georgia
$52K +$51.6K +190 New
FWM
1083
Focused Wealth Management
New York
$51K +$271 +1 +0.5%
KWA
1084
KCS Wealth Advisory
California
$49.6K +$49.4K +182 New
AF
1085
Arrow Financial
New York
$47K – – –
FANJ
1086
Financial Architects (New Jersey)
New Jersey
$46K – – –
DAM
1087
Delta Asset Management
Tennessee
$46K +$19K +70 +70%
NSB
1088
Norway Savings Bank
Maine
$45K – – –
GWMIA
1089
Global Wealth Management Investment Advisory
Florida
$45K +$1.09K +4 +2%
SJIM
1090
St. Johns Investment Management
Florida
$42K – – –
APW
1091
Acima Private Wealth
Virginia
$40K +$40.7K +150 New
CT
1092
Clearstead Trust
Maine
$38K – – –
DP
1093
Denver PWM
Colorado
$36.4K +$36.4K +134 New
NIC
1094
Northwest Investment Counselors
Oregon
$34K +$33.9K +125 New
EK
1095
Evensky & Katz
Florida
$33K +$271 +1 +0.8%
IF
1096
Ironwood Financial
Arizona
$27K – – –
SCA
1097
Stonebridge Capital Advisors
Minnesota
$27K – – –
TAIM
1098
TD Ameritrade Investment Management
Nebraska
$27K +$27.1K +100 New
FM
1099
Family Management
New York
$26K +$15.7K +58 +149%
BWP
1100
Baldwin Wealth Partners
Massachusetts
$25K – – –
42 43
44
45 46