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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1301
Ironwood Financial
Arizona
$29K – – –
APWM
1302
Atlas Private Wealth Management
New York
$29K +$27.7K +98 New
AAP
1303
Arax Advisory Partners
Colorado
$28K -$34.2K -121 -56%
SL
1304
Savior LLC
Massachusetts
$28K +$26.9K +95 New
SMG
1305
Spectrum Management Group
Indiana
$28K +$26.9K +95 New
BWP
1306
Baldwin Wealth Partners
Massachusetts
$27K – – –
VNA
1307
Valley National Advisers
Pennsylvania
$27K +$25.7K +91 New
IA
1308
Independence Advisors
Pennsylvania
$27K +$26K +92 New
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
CI
1310
Cordant Inc
Oregon
$26K +$25.2K +89 New
FP
1311
Financial Perspectives
Minnesota
$25.7K +$24.6K +87 New
SIS
1312
Sound Income Strategies
Florida
$25K +$10.5K +37 +79%
AWM
1313
Aberdeen Wealth Management
Illinois
$24K +$22.9K +81 New
NC
1314
NewSquare Capital
Pennsylvania
$24K +$23.2K +82 New
RFWA
1315
RPg Family Wealth Advisory
Massachusetts
$21.3K – – –
GCM
1316
Garland Capital Management
Washington
$21K – – –
HGWM
1317
Harvest Group Wealth Management
Massachusetts
$21K +$1.98K +7 +11%
IWMA
1318
Ironwood Wealth Management (Arizona)
Arizona
$20K – – –
PAIM
1319
Punch & Associates Investment Management
Minnesota
$20K +$19.5K +69 New
TCWM
1320
Total Clarity Wealth Management
Illinois
$19K +$18.4K +65 New
EWM
1321
EPG Wealth Management
Georgia
$17K +$15.8K +56 New
CFN
1322
Cordasco Financial Network
Florida
$16K – – –
SFG
1323
Sowa Financial Group
Rhode Island
$15K +$14.1K +50 New
JSC
1324
Jackson Square Capital
California
$14K +$13.9K +49 New
LDFR
1325
Lehman & Derafelo Financial Resources
Pennsylvania
$14K +$13.9K +49 New
51 52
53
54 55