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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2676
Weatherly Asset Management
California
$891K – – –
WAM
2677
Worth Asset Management
Texas
$889K -$4.93M -7,883 -84%
NFG
2678
Northeast Financial Group
Pennsylvania
$888K -$255K -408 -22%
CFG
2679
Cooper Financial Group
California
$888K -$94.4K -151 -9%
AIA
2680
Arcadia Investment Advisors
Idaho
$884K – – –
DPW
2681
DiNuzzo Private Wealth
Pennsylvania
$883K – – –
HWAM
2682
Hennion & Walsh Asset Management
New Jersey
$883K +$525K +840 +132%
RCA
2683
Ranch Capital Advisors
Florida
$883K +$625 +1 +0.1%
SFG
2684
Snider Financial Group
Washington
$881K -$161K -258 -15%
LG
2685
LAM Group
Oregon
$881K – – –
UWM
2686
Urban Wealth Management
California
$881K +$1.88K +3 +0.2%
LAM
2687
Lakewood Asset Management
Illinois
$880K +$76.3K +122 +9%
AWC
2688
Abundance Wealth Counselors
Pennsylvania
$878K +$4.38K +7 +0.5%
CP
2689
Cumberland Partners
Ontario, Canada
$874K – – –
WCM
2690
Wallace Capital Management
Texas
$873K +$25K +40 +3%
PWM
2691
Palacios Wealth Management
Florida
$871K +$352K +563 +75%
FFG
2692
Fortem Financial Group
California
$871K -$533K -853 -37%
PMA
2693
Prudent Man Advisors
Illinois
$871K +$1.25K +2 +0.1%
BFM
2694
Broadview Financial Management
Wisconsin
$867K -$44.4K -71 -5%
SFS
2695
Symphony Financial Services
Ohio
$866K -$12.5K -20 -1%
FPCG
2696
Forum Private Client Group
Indiana
$865K -$24.4K -39 -3%
PHWM
2697
Pine Harbor Wealth Management
Maryland
$865K +$114K +183 +14%
AA
2698
Addison Advisors
Vermont
$864K – – –
HFS
2699
Hopwood Financial Services
Virginia
$859K +$129K +207 +17%
FAL
2700
Focused Alpha LLC
Colorado
$859K +$188K +300 +26%
106 107
108
109 110