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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3326
Peck Wealth Management
New York
$357K – – –
CL
3327
CVFG LLC
Indiana
$356K -$151K -243 -30%
VFO
3328
Virtus Family Office
Texas
$356K -$116K -186 -25%
HIS
3329
Harvest Investment Services
Illinois
$356K +$104K +168 +42%
CCA
3330
Conservest Capital Advisors
Pennsylvania
$355K – – –
V
3331
VeraBank
Texas
$354K +$139K +224 +66%
PAM
3332
Prodigy Asset Management
Nebraska
$354K +$36K +58 +11%
CWA
3333
Cascade Wealth Advisors
Washington
$353K +$47.9K +77 +16%
CHAM
3334
Clear Harbor Asset Management
Connecticut
$353K +$10.6K +17 +3%
CC
3335
Cypress Capital
Tennessee
$353K +$3.11K +5 +0.9%
PSB
3336
Piscataqua Savings Bank
New Hampshire
$352K – – –
SA
3337
SPWM Advisors
Michigan
$351K +$347K +559 New
AFP
3338
Advus Financial Partners
Florida
$350K -$8.08K -13 -2%
KOCAA
3339
Knights of Columbus Asset Advisors
Connecticut
$350K – – –
MSWM
3340
Master's Wealth Management
Pennsylvania
$350K -$181K -292 -34%
SFC
3341
Swisher Financial Concepts
Ohio
$349K -$9.94K -16 -3%
HIMS
3342
Hager Investment Management Services
New Hampshire
$349K – – –
RFN
3343
RDA Financial Network
Iowa
$349K -$62.8K -101 -15%
FTEA
3344
Forty-three Eighteen Advisors
Arkansas
$348K +$346K +556 New
SAM
3345
Seelaus Asset Management
New Jersey
$348K – – –
AAG
3346
Accordant Advisory Group
Maryland
$348K – – –
SM
3347
Sweeney & Michel
California
$348K +$1.24K +2 +0.4%
RW
3348
Rockport Wealth
Ohio
$347K +$621 +1 +0.2%
HWM
3349
HBE Wealth Management
Nebraska
$347K +$344K +554 New
TF
3350
Thayer Financial
North Carolina
$347K +$344K +553 New
132 133
134
135 136