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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
1601
Running Point Capital Advisors
California
$124K – – –
MPWT
1602
MassMutual Private Wealth & Trust
Connecticut
$122K -$371K -1,045 -76%
SNT
1603
Security National Trust
West Virginia
$120K +$8.87K +25 +8%
CAL
1604
Capital Advisors Ltd
Ohio
$118K +$115K +324 New
LDFR
1605
Lehman & Derafelo Financial Resources
Pennsylvania
$117K +$355 +1 +0.3%
PP
1606
Pacifica Partners
Canada
$116K -$5.32K -15 -5%
GAM
1607
Grandview Asset Management
Pennsylvania
$114K +$111K +312 New
FI
1608
FormulaFolio Investments
Michigan
$111K -$3.58M -10,089 -97%
CPWM
1609
Cypress Point Wealth Management
Texas
$109K -$355 -1 -0.3%
FCB
1610
First Command Bank
Texas
$106K +$103K +290 New
FCFS
1611
First Command Financial Services
Texas
$106K +$103K +290 New
HWMA
1612
Heritage Wealth Management (Arizona)
Arizona
$104K +$101K +285 New
ME
1613
McIlrath & Eck
Washington
$103K -$4.96K -14 -5%
GC
1614
Garde Capital
Washington
$102K -$25.5K -72 -20%
FWP
1615
FAS Wealth Partners
Kansas
$102K – – –
FWM
1616
Focused Wealth Management
New York
$101K – – –
AIA
1617
Armor Investment Advisors
North Carolina
$95K – – –
BWA
1618
BDO Wealth Advisors
Florida
$93K – – –
HR
1619
Howe & Rusling
New York
$92K – – –
LWA
1620
Lenox Wealth Advisors
New York
$91K – – –
KFI
1621
Key Financial Inc
Pennsylvania
$90K – – –
TVWM
1622
Tower View Wealth Management
Wisconsin
$85K – – –
ETI
1623
Enterprise Trust & Investment
California
$83K – – –
PO
1624
Private Ocean
California
$82K – – –
BAM
1625
Bellevue Asset Management
Washington
$76K +$29.8K +84 +67%
63 64
65
66 67