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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1551
Armor Investment Advisors
North Carolina
$89K +$84.8K +260 New
BWA
1552
BDO Wealth Advisors
Florida
$88K -$49.2K -151 -37%
PS
1553
Planned Solutions
California
$87K – – –
HR
1554
Howe & Rusling
New York
$87K +$62.6K +192 +315%
LWA
1555
Lenox Wealth Advisors
New York
$86K +$16.3K +50 +25%
KFI
1556
Key Financial Inc
Pennsylvania
$85K +$80.8K +248 New
PWPS
1557
Pinnacle Wealth Planning Services
Ohio
$82K +$77.9K +239 New
ETI
1558
Enterprise Trust & Investment
California
$80K +$9.13K +28 +14%
TVWM
1559
Tower View Wealth Management
Wisconsin
$80K +$75.6K +232 New
TF
1560
TimeScale Financial
Massachusetts
$79K -$5.87K -18 -7%
CT
1561
Caldwell Trust
Florida
$77.7K – – –
PO
1562
Private Ocean
California
$77K – – –
IWP
1563
IAG Wealth Partners
Wisconsin
$72K -$1.63K -5 -2%
PWMG
1564
Prestige Wealth Management Group
New Jersey
$71K +$67.2K +206 New
AWM
1565
AllSquare Wealth Management
New York
$70K – – –
CDIA
1566
Capital Directions Investment Advisors
Georgia
$69K -$8.8K -27 -12%
MSFP
1567
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
BG
1568
Bollard Group
Massachusetts
$69K +$65.2K +200 New
CIA
1569
Cascade Investment Advisors
Oregon
$68.7K +$65.2K +200 New
PCA
1570
Providence Capital Advisors
North Carolina
$68K +$64.2K +197 +9,850%
HI
1571
Hudock Inc
Pennsylvania
$65K +$652 +2 +1%
CHC
1572
City Holding Co
West Virginia
$64K – – –
IWMA
1573
Ironwood Wealth Management (Arizona)
Arizona
$64K +$34.6K +106 +131%
ICP
1574
Interchange Capital Partners
Pennsylvania
$63K +$60K +184 New
AWM
1575
Aberdeen Wealth Management
Illinois
$58K +$54.8K +168 New
61 62
63
64 65