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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2626
Mark Sheptoff Financial Planning
Connecticut
$24.9K +$23.3K +57 New
FWM
2627
FSA Wealth Management
Massachusetts
$22K +$20.5K +50 New
RDIA
2628
RE Dickinson Investment Advisors
Iowa
$21K – – –
AP
2629
Aspect Partners
Virginia
$21K +$19.7K +48 New
POIA
2630
Pin Oak Investment Advisors
Texas
$20K -$4.09K -10 -18%
TC
2631
Truvestments Capital
Florida
$19.2K +$17.2K +42 +2,100%
NMM
2632
Naples Money Management
Florida
$17.9K +$16.8K +41 New
ICM
2633
Islay Capital Management
Texas
$17.5K +$5.32K +13 +48%
IPW
2634
Impact Partnership Wealth
Georgia
$17.5K +$11.1K +27 +208%
HCM
2635
Horrell Capital Management
Arkansas
$17K – – –
MIM
2636
Macroview Investment Management
Maryland
$16.6K -$1.64K -4 -10%
SC
2637
SouthState Corp
Florida
$16.6K – – –
DWMG
2638
DB Wealth Management Group
California
$15.7K – – –
RCM
2639
Raleigh Capital Management
North Carolina
$15.5K +$409 +1 +3%
DWA
2640
Delos Wealth Advisors
Texas
$14.9K – – –
MIA
2641
Milestone Investment Advisors
Wisconsin
$14.9K – – –
MPCG
2642
Matrix Private Capital Group
New York
$13.1K -$31.1K -76 -72%
CTA
2643
Colonial Trust Advisors
South Carolina
$12.8K +$11.9K +29 New
FF
2644
Friedenthal Financial
New Jersey
$12.4K +$11.5K +28 New
TIM
2645
Thompson Investment Management
Wisconsin
$12.2K – – –
AIMA
2646
Ables Iannone Moore & Associates
Georgia
$10.9K +$10.2K +25 New
IRC
2647
Investors Research Corp
Georgia
$8.56K +$409 +1 +5%
CWM
2648
Compass Wealth Management
Connecticut
$7.86K – – –
MSWM
2649
McGlone Suttner Wealth Management
Wisconsin
$7.86K +$7.37K +18 New
EWM
2650
EPG Wealth Management
Georgia
$6.81K – – –
104 105
106
107 108