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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3301
Arvest Investments
Arkansas
$9.7K – – –
CPBTD
3302
Central Pacific Bank - Trust Division
Hawaii
$9.16K – – –
VWA
3303
Valued Wealth Advisors
Utah
$9.16K – – –
LAM
3304
Lummis Asset Management
Texas
$7.54K -$64.5K -119 -89%
HFS
3305
Horizon Financial Services
North Carolina
$7K -$94.2K -174 -93%
SFSG
3306
Sound Financial Strategies Group
Mississippi
$7K – – –
WCM
3307
Winthrop Capital Management
Indiana
$7K +$7.04K +13 New
RJA
3308
Ross\Johnson & Associates
Minnesota
$6.88K +$7.04K +13 New
RP
3309
Rice Partnership
Hawaii
$6.47K – – –
FFA
3310
Fairfield Financial Advisors
Massachusetts
$6.08K – – –
MWM
3311
MGB Wealth Management
Texas
$5.39K – – –
ZRP
3312
Zynergy Retirement Planning
New Jersey
$5.28K – – –
NS
3313
NBC Securities
Alabama
$4.97K -$4.74M -8,753 -100%
AW
3314
Affinity Wealth
Ohio
$4.85K +$4.88K +9 New
BCPWM
3315
Bradley & Co Private Wealth Management
Florida
$4.85K +$4.88K +9 New
BHWM
3316
Bay Harbor Wealth Management
Maryland
$4.35K – – –
CPL
3317
Capital & Planning LLC
Georgia
$3.77K +$3.79K +7 New
DCM
3318
Davidson Capital Management
Texas
$3.77K +$3.79K +7 New
GC
3319
Gould Capital
Washington
$3.23K – – –
RF
3320
Robbins Farley
New Hampshire
$3.23K – – –
PWA
3321
Principia Wealth Advisory
Texas
$3.23K +$3.25K +6 New
PCM
3322
Perritt Capital Management
Illinois
$2.69K – – –
BT
3323
Banque Transatlantique
France
$2.68K +$2.71K +5 New
PIS
3324
POM Investment Strategies
North Carolina
$2.15K +$2.17K +4 New
C
3325
Covestor
United Kingdom
$2K – – –
131 132
133
134 135