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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
1551
Capstone Triton Financial Group
Oklahoma
$104K +$98.1K +301 New
CPWM
1552
Cypress Point Wealth Management
Texas
$104K +$98.1K +301 New
Fidelity International
1553
Fidelity International
Bermuda
$103K +$97.8K +300 New
ME
1554
McIlrath & Eck
Washington
$102K -$236K -723 -71%
FWP
1555
FAS Wealth Partners
Kansas
$96K +$652 +2 +0.7%
FWM
1556
Focused Wealth Management
New York
$95K -$20.2K -62 -18%
AIA
1557
Armor Investment Advisors
North Carolina
$89K +$84.8K +260 New
BWA
1558
BDO Wealth Advisors
Florida
$88K -$49.2K -151 -37%
PS
1559
Planned Solutions
California
$87K – – –
HR
1560
Howe & Rusling
New York
$87K +$62.6K +192 +315%
LWA
1561
Lenox Wealth Advisors
New York
$86K +$16.3K +50 +25%
KFI
1562
Key Financial Inc
Pennsylvania
$85K +$80.8K +248 New
PWPS
1563
Pinnacle Wealth Planning Services
Ohio
$82K +$77.9K +239 New
ETI
1564
Enterprise Trust & Investment
California
$80K +$9.13K +28 +14%
TVWM
1565
Tower View Wealth Management
Wisconsin
$80K +$75.6K +232 New
TF
1566
TimeScale Financial
Massachusetts
$79K -$5.87K -18 -7%
CT
1567
Caldwell Trust
Florida
$77.7K – – –
PO
1568
Private Ocean
California
$77K – – –
IWP
1569
IAG Wealth Partners
Wisconsin
$72K -$1.63K -5 -2%
PWMG
1570
Prestige Wealth Management Group
New Jersey
$71K +$67.2K +206 New
AWM
1571
AllSquare Wealth Management
New York
$70K – – –
CDIA
1572
Capital Directions Investment Advisors
Georgia
$69K -$8.8K -27 -12%
MSFP
1573
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
BG
1574
Bollard Group
Massachusetts
$69K +$65.2K +200 New
CIA
1575
Cascade Investment Advisors
Oregon
$68.7K +$65.2K +200 New