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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3376
True Wealth Design
Ohio
$5.11K – – –
BCPWM
3377
Bradley & Co Private Wealth Management
Florida
$5.11K – – –
AWM
3378
Aberdeen Wealth Management
Illinois
$3.98K – – –
GC
3379
Gould Capital
Washington
$3.41K – – –
PWA
3380
Principia Wealth Advisory
Texas
$3.41K – – –
SHF
3381
Safe Harbor Fiduciary
Florida
$3.41K +$3.15K +6 New
FF
3382
Friedenthal Financial
New Jersey
$2.85K – – –
PCM
3383
Perritt Capital Management
Illinois
$2.85K – – –
PIS
3384
POM Investment Strategies
North Carolina
$2.28K – – –
AIA
3385
Aventus Investment Advisors
Florida
$2.27K +$2.1K +4 New
C
3386
Covestor
United Kingdom
$2K – – –
WAG
3387
Windsor Advisory Group
Ohio
$1.71K -$338K -644 -100%
BDPWM
3388
Barnes Dennig Private Wealth Management
Ohio
$1.39K +$1.05K +2 New
CAWM
3389
Capital A Wealth Management
Pennsylvania
$1.31K -$137K -261 -99%
EPIM
3390
Evelyn Partners Investment Management
$1.14K – – –
LWA
3391
Lowe Wealth Advisors
Maryland
$1.14K – – –
GLA
3392
Great Lakes Advisors
Illinois
$649 -$591K -1,125 -100%
NECFA
3393
New England Capital Financial Advisors
Connecticut
$569 +$526 +1 New
WSC
3394
Wellington Shields & Co
New York
$568 – – –
WOC
3395
West Oak Capital
California
$528 +$4.73K +9 +11%
KCM
3396
Kedalion Capital Management
United Kingdom
– -$1.06B -2,053,650 Closed
APF
3397
Alaska Permanent Fund
Alaska
– -$738M -1,448,563 Closed
MIM
3398
Monashee Investment Management
Massachusetts
– -$161M -313,010 Closed
LMGAM
3399
Liberty Mutual Group Asset Management
Massachusetts
– -$144M -279,500 Closed
CM
3400
Capula Management
Cayman Islands
– -$121M -235,000 Closed
134 135
136
137 138