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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1101
TD Ameritrade Investment Management
Nebraska
$27K +$27.1K +100 New
FM
1102
Family Management
New York
$26K +$15.7K +58 +149%
BWP
1103
Baldwin Wealth Partners
Massachusetts
$25K – – –
LWCFA
1104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
GEA
1105
Glen Eagle Advisors
New Jersey
$21K +$7.33K +27 +54%
GCM
1106
Garland Capital Management
Washington
$20K – – –
RFWA
1107
RPg Family Wealth Advisory
Massachusetts
$19.6K – – –
IWMA
1108
Ironwood Wealth Management (Arizona)
Arizona
$19K -$543 -2 -3%
HGWM
1109
Harvest Group Wealth Management
Massachusetts
$18K +$17.6K +65 New
HI
1110
Hudock Inc
Pennsylvania
$16K – – –
REMPR
1111
Roof Eidam Maycock Peralta (REMP)
California
$16K +$16.3K +60 New
CPA
1112
Capital Planning Advisors
California
$15K +$14.9K +55 New
CFN
1113
Cordasco Financial Network
Florida
$14K – – –
CA
1114
Crewe Advisors
Utah
$13K – – –
SIS
1115
Sound Income Strategies
Florida
$13K – – –
JFA
1116
JNBA Financial Advisors
Minnesota
$11K -$4.89K -18 -32%
GCM
1117
Gables Capital Management
Florida
$11K – – –
GI
1118
Gradient Investments
Minnesota
$8K +$8.14K +30 New
SWM
1119
Selective Wealth Management
Virginia
$8K +$8.14K +30 New
OAJ
1120
Ogorek Anthony Joseph
New York
$7K – – –
SRC
1121
Shufro Rose & Co
New York
$7K +$6.51K +24 New
CI
1122
CX Institutional
Indiana
$5K -$147K -542 -97%
EWM
1123
Edge Wealth Management
New York
$5K – – –
HS
1124
Horan Securities
United States
$5K – – –
LWM
1125
Lenox Wealth Management
Ohio
$5K – – –
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