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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1601
Grandview Asset Management
Pennsylvania
$114K +$111K +312 New
FI
1602
FormulaFolio Investments
Michigan
$111K -$3.58M -10,089 -97%
CPWM
1603
Cypress Point Wealth Management
Texas
$109K -$355 -1 -0.3%
FCB
1604
First Command Bank
Texas
$106K +$103K +290 New
FCFS
1605
First Command Financial Services
Texas
$106K +$103K +290 New
HWMA
1606
Heritage Wealth Management (Arizona)
Arizona
$104K +$101K +285 New
ME
1607
McIlrath & Eck
Washington
$103K -$4.96K -14 -5%
GC
1608
Garde Capital
Washington
$102K -$25.5K -72 -20%
FWP
1609
FAS Wealth Partners
Kansas
$102K – – –
FWM
1610
Focused Wealth Management
New York
$101K – – –
AIA
1611
Armor Investment Advisors
North Carolina
$95K – – –
BWA
1612
BDO Wealth Advisors
Florida
$93K – – –
HR
1613
Howe & Rusling
New York
$92K – – –
LWA
1614
Lenox Wealth Advisors
New York
$91K – – –
KFI
1615
Key Financial Inc
Pennsylvania
$90K – – –
TVWM
1616
Tower View Wealth Management
Wisconsin
$85K – – –
ETI
1617
Enterprise Trust & Investment
California
$83K – – –
PO
1618
Private Ocean
California
$82K – – –
BAM
1619
Bellevue Asset Management
Washington
$76K +$29.8K +84 +67%
AWM
1620
AllSquare Wealth Management
New York
$74K – – –
CIA
1621
Cascade Investment Advisors
Oregon
$72.9K – – –
TF
1622
TimeScale Financial
Massachusetts
$72K -$12.1K -34 -15%
HS
1623
Horan Securities
United States
$70K -$109K -307 -62%
IWP
1624
IAG Wealth Partners
Wisconsin
$69K -$6.74K -19 -9%
HI
1625
Hudock Inc
Pennsylvania
$69K – – –
63 64
65
66 67