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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
3326
Morton Brown Family Wealth
Pennsylvania
$68.2K – – –
1IA
3327
1620 Investment Advisors
Massachusetts
$67K +$7.88K +15 +15%
EWM
3328
EPG Wealth Management
Georgia
$65.3K +$16.8K +32 +39%
NWM
3329
Navigoe Wealth Management
California
$64K – – –
MSWA
3330
Marshall & Sterling Wealth Advisors
New York
$60.2K +$1.05K +2 +2%
KA
3331
Kozak & Associates
Colorado
$60.1K +$43.6K +83 +377%
ZC
3332
Zeit Capital
Colorado
$57.9K – – –
FIM
3333
FWL Investment Management
Texas
$56.8K -$7.88K -15 -13%
HAP
3334
Harbor Asset Planning
Massachusetts
$55.5K +$51K +97 New
LAM
3335
Lynch Asset Management
Pennsylvania
$55.1K +$51K +97 New
LWMI
3336
Legacy Wealth Management (Idaho)
Idaho
$54.5K +$526 +1 +1%
LIS
3337
Legacy Investment Solutions
Idaho
$54.5K +$50.5K +96 New
VC
3338
Vestor Capital
Illinois
$54K -$760K -1,447 -77%
PWMA
3339
Pension & Wealth Management Advisors
Massachusetts
$53.9K +$47.8K +91 +3,033%
KSB
3340
Kennebec Savings Bank
Maine
$53.4K -$2.63K -5 -5%
WOC
3341
West Oak Capital
California
$52.8K +$4.73K +9 +11%
KWM
3342
Kiker Wealth Management
Georgia
$51.7K – – –
EWA
3343
Elevate Wealth Advisory
Georgia
$51.6K – – –
EAM
3344
Eukles Asset Management
Ohio
$51.1K – – –
SAM
3345
Sherman Asset Management
California
$50.5K -$526 -1 -1%
BHWM
3346
Bay Harbor Wealth Management
Maryland
$41.1K +$33.6K +64 +800%
MSWM
3347
Mowery & Schoenfeld Wealth Management
Illinois
$39K -$32.6K -62 -47%
AP
3348
Atwood & Palmer
Missouri
$34.1K -$526 -1 -2%
MSFP
3349
Mark Sheptoff Financial Planning
Connecticut
$32.4K – – –
BWM
3350
Bernard Wealth Management
Michigan
$30.4K +$28.4K +54 New
132 133
134
135 136