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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1701
Zions Bancorporation
Utah
$27K +$26.5K +69 New
RFWA
1702
RPg Family Wealth Advisory
Massachusetts
$26.9K +$26.1K +68 New
CI
1703
CX Institutional
Indiana
$26K – – –
GWMIA
1704
Global Wealth Management Investment Advisory
Florida
$25K -$3.07K -8 -11%
CAM
1705
Costello Asset Management
Pennsylvania
$25K – – –
ZC
1706
Zeit Capital
Colorado
$24K – – –
FM
1707
Family Management
New York
$23K – – –
HWM
1708
HighMark Wealth Management
Minnesota
$23K +$8.45K +22 +59%
JHCP
1709
Jackson Hole Capital Partners
Oklahoma
$22K +$21.5K +56 New
PIP
1710
Peachtree Investment Partners
Florida
$21K -$18K -47 -47%
DWA
1711
Delos Wealth Advisors
Texas
$19K +$18.8K +49 New
KIG
1712
Kessler Investment Group
Indiana
$16K – – –
FCAS
1713
First Command Advisory Services
Texas
$16K +$1.15K +3 +8%
SCA
1714
Stuart Chaussee & Associates
California
$14K +$13.8K +36 New
WQ
1715
Wealth Quarterback
New Jersey
$13K +$11.9K +31 New
BWP
1716
Baldwin Wealth Partners
Massachusetts
$13K +$12.3K +32 New
T2I
1717
Turim 21 Investimentos
Brazil
$13K +$12.3K +32 New
CAGAS
1718
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
HI
1719
Hoey Investments
Pennsylvania
$11K – – –
OAJ
1720
Ogorek Anthony Joseph
New York
$11K – – –
PSIWM
1721
Paradigm Strategies in Wealth Management
Minnesota
$11K – – –
SFC
1722
SYM Financial Corp
Indiana
$11K +$10.7K +28 +2,800%
LGWM
1723
Litman Gregory Wealth Management
California
$10.5K -$2.4M -6,241 -37%
CYG
1724
Clean Yield Group
Vermont
$10K +$9.98K +26 New
BC
1725
Barnett & Company
Tennessee
$9K -$11.9K -31 -58%
67 68
69
70 71