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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1301
MilWealth Group
Wisconsin
$34.9K +$33.4K +118 New
FWM
1302
FSA Wealth Management
Massachusetts
$31K +$30K +106 New
KFS
1303
Kelly Financial Services
Massachusetts
$30.6K +$29.1K +103 New
CAL
1304
Capital Analysts LLC
Pennsylvania
$30K +$28.3K +100 New
FM
1305
Family Management
New York
$29K – – –
IF
1306
Ironwood Financial
Arizona
$29K – – –
APWM
1307
Atlas Private Wealth Management
New York
$29K +$27.7K +98 New
AAP
1308
Arax Advisory Partners
Colorado
$28K -$34.2K -121 -56%
SL
1309
Savior LLC
Massachusetts
$28K +$26.9K +95 New
SMG
1310
Spectrum Management Group
Indiana
$28K +$26.9K +95 New
BWP
1311
Baldwin Wealth Partners
Massachusetts
$27K – – –
VNA
1312
Valley National Advisers
Pennsylvania
$27K +$25.7K +91 New
IA
1313
Independence Advisors
Pennsylvania
$27K +$26K +92 New
LWCFA
1314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
CI
1315
Cordant Inc
Oregon
$26K +$25.2K +89 New
FP
1316
Financial Perspectives
Minnesota
$25.7K +$24.6K +87 New
SIS
1317
Sound Income Strategies
Florida
$25K +$10.5K +37 +79%
AWM
1318
Aberdeen Wealth Management
Illinois
$24K +$22.9K +81 New
NC
1319
NewSquare Capital
Pennsylvania
$24K +$23.2K +82 New
RFWA
1320
RPg Family Wealth Advisory
Massachusetts
$21.3K – – –
GCM
1321
Garland Capital Management
Washington
$21K – – –
HGWM
1322
Harvest Group Wealth Management
Massachusetts
$21K +$1.98K +7 +11%
IWMA
1323
Ironwood Wealth Management (Arizona)
Arizona
$20K – – –
PAIM
1324
Punch & Associates Investment Management
Minnesota
$20K +$19.5K +69 New
TCWM
1325
Total Clarity Wealth Management
Illinois
$19K +$18.4K +65 New
51 52
53
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