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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3326
EPG Wealth Management
Georgia
$65.3K +$16.8K +32 +39%
NWM
3327
Navigoe Wealth Management
California
$64K – – –
MSWA
3328
Marshall & Sterling Wealth Advisors
New York
$60.2K +$1.05K +2 +2%
KA
3329
Kozak & Associates
Colorado
$60.1K +$43.6K +83 +377%
ZC
3330
Zeit Capital
Colorado
$57.9K – – –
FIM
3331
FWL Investment Management
Texas
$56.8K -$7.88K -15 -13%
HAP
3332
Harbor Asset Planning
Massachusetts
$55.5K +$51K +97 New
LAM
3333
Lynch Asset Management
Pennsylvania
$55.1K +$51K +97 New
LWMI
3334
Legacy Wealth Management (Idaho)
Idaho
$54.5K +$526 +1 +1%
LIS
3335
Legacy Investment Solutions
Idaho
$54.5K +$50.5K +96 New
VC
3336
Vestor Capital
Illinois
$54K -$760K -1,447 -77%
PWMA
3337
Pension & Wealth Management Advisors
Massachusetts
$53.9K +$47.8K +91 +3,033%
KSB
3338
Kennebec Savings Bank
Maine
$53.4K -$2.63K -5 -5%
KWM
3339
Kiker Wealth Management
Georgia
$51.7K – – –
EWA
3340
Elevate Wealth Advisory
Georgia
$51.6K – – –
EAM
3341
Eukles Asset Management
Ohio
$51.1K – – –
SAM
3342
Sherman Asset Management
California
$50.5K -$526 -1 -1%
BHWM
3343
Bay Harbor Wealth Management
Maryland
$41.1K +$33.6K +64 +800%
MSWM
3344
Mowery & Schoenfeld Wealth Management
Illinois
$39K -$32.6K -62 -47%
AP
3345
Atwood & Palmer
Missouri
$34.1K -$526 -1 -2%
MSFP
3346
Mark Sheptoff Financial Planning
Connecticut
$32.4K – – –
BWM
3347
Bernard Wealth Management
Michigan
$30.4K +$28.4K +54 New
PFG
3348
Premier Financial Group
California
$30.1K +$26.8K +51 New
FRA
3349
Front Row Advisors
California
$28.5K +$23.6K +45 +900%
BA
3350
Ballast Advisors
Minnesota
$27.5K +$4.2K +8 +20%
132 133
134
135 136