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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2801
Accent Capital Management
Ohio
$15K +$14.4K +30 New
FF
2802
Friedenthal Financial
New Jersey
$14.8K – – –
BFS
2803
Bare Financial Services
Pennsylvania
$14.2K – – –
KA
2804
Kozak & Associates
Colorado
$11.8K – – –
CC
2805
Cultivar Capital
Texas
$11.2K +$10.6K +22 New
PPWM
2806
PFG Private Wealth Management
Florida
$10K +$9.14K +19 +1,900%
CA
2807
Centerpoint Advisors
Massachusetts
$9K +$8.66K +18 New
VWA
2808
Valued Wealth Advisors
Utah
$8.53K +$8.18K +17 New
CPBTD
2809
Central Pacific Bank - Trust Division
Hawaii
$8.5K – – –
PCM
2810
Penserra Capital Management
California
$8K – – –
VAMG
2811
Voisard Asset Management Group
Michigan
$7.53K – – –
LAM
2812
Lummis Asset Management
Texas
$7K – – –
SFSG
2813
Sound Financial Strategies Group
Mississippi
$6.5K +$6.26K +13 New
BWM
2814
Bullock Wealth Management
Indiana
$6.01K +$481 +1 +9%
RP
2815
Rice Partnership
Hawaii
$6K – – –
RF
2816
Robbins Farley
New Hampshire
$6K – – –
WAS
2817
Winch Advisory Services
Wisconsin
$6K +$5.77K +12 New
MCA
2818
Maryland Capital Advisors
Maryland
$5.5K – – –
MWM
2819
MGB Wealth Management
Texas
$5.15K – – –
ZRP
2820
Zynergy Retirement Planning
New Jersey
$5K +$4.81K +10 New
FFA
2821
Fairfield Financial Advisors
Massachusetts
$4.59K +$4.33K +9 New
BCPWM
2822
Bradley & Co Private Wealth Management
Florida
$4.5K – – –
BHWM
2823
Bay Harbor Wealth Management
Maryland
$4.01K – – –
CIM
2824
Contravisory Investment Management
Massachusetts
$4K – – –
SGC
2825
Slocum, Gordon & Co
Rhode Island
$3.72K – – –
111 112
113
114 115