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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1701
Security National Trust
West Virginia
$120K – – –
FWM
1702
Focused Wealth Management
New York
$118K +$406 +1 +0.3%
JWM
1703
Jackson Wealth Management
Florida
$117K -$244K -602 -2%
HBT
1704
Hills Bank & Trust
Iowa
$113K +$116K +287 New
FWP
1705
FAS Wealth Partners
Kansas
$112K +$1.62K +4 +1%
ME
1706
McIlrath & Eck
Washington
$111K – – –
BWA
1707
BDO Wealth Advisors
Florida
$109K – – –
IWMA
1708
Ironwood Wealth Management (Arizona)
Arizona
$102K – – –
LWA
1709
Lenox Wealth Advisors
New York
$99K – – –
TVWM
1710
Tower View Wealth Management
Wisconsin
$92K – – –
GI
1711
Gradient Investments
Minnesota
$90K -$56.4K -139 -38%
ETI
1712
Enterprise Trust & Investment
California
$90K – – –
HA
1713
Herold Advisors
New York
$89K +$92.5K +228 New
HR
1714
Howe & Rusling
New York
$87K – – –
IWP
1715
IAG Wealth Partners
Wisconsin
$85K +$13.8K +34 +19%
SFA
1716
Semmax Financial Advisors
North Carolina
$84K -$859K -2,117 -91%
FBT
1717
First Bank & Trust
South Dakota
$83K +$85.2K +210 New
GPA
1718
Guidance Point Advisors
Massachusetts
$83K +$86K +212 New
AWM
1719
AllSquare Wealth Management
New York
$80K – – –
CPWM
1720
Cypress Point Wealth Management
Texas
$80K – – –
CIA
1721
Cascade Investment Advisors
Oregon
$78.9K – – –
RCA
1722
Ranch Capital Advisors
Florida
$77K +$28.4K +70 +56%
IWA
1723
IBEX Wealth Advisors
New Jersey
$77K +$79.5K +196 New
NFSG
1724
Newbridge Financial Services Group
Florida
$75K +$21.1K +52 +37%
CHC
1725
City Holding Co
West Virginia
$73K – – –
67 68
69
70 71