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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3376
Horizon Financial Services
North Carolina
$7.38K – – –
RJA
3377
Ross\Johnson & Associates
Minnesota
$7.28K – – –
RP
3378
Rice Partnership
Hawaii
$6.82K – – –
NC
3379
NewSquare Capital
Pennsylvania
$5.61K +$4.73K +9 +900%
TWD
3380
True Wealth Design
Ohio
$5.11K – – –
BCPWM
3381
Bradley & Co Private Wealth Management
Florida
$5.11K – – –
AWM
3382
Aberdeen Wealth Management
Illinois
$3.98K – – –
GC
3383
Gould Capital
Washington
$3.41K – – –
PWA
3384
Principia Wealth Advisory
Texas
$3.41K – – –
SHF
3385
Safe Harbor Fiduciary
Florida
$3.41K +$3.15K +6 New
FF
3386
Friedenthal Financial
New Jersey
$2.85K – – –
PCM
3387
Perritt Capital Management
Illinois
$2.85K – – –
PIS
3388
POM Investment Strategies
North Carolina
$2.28K – – –
AIA
3389
Aventus Investment Advisors
Florida
$2.27K +$2.1K +4 New
C
3390
Covestor
United Kingdom
$2K – – –
WAG
3391
Windsor Advisory Group
Ohio
$1.71K -$338K -644 -100%
BDPWM
3392
Barnes Dennig Private Wealth Management
Ohio
$1.39K +$1.05K +2 New
CAWM
3393
Capital A Wealth Management
Pennsylvania
$1.31K -$137K -261 -99%
EPIM
3394
Evelyn Partners Investment Management
$1.14K – – –
LWA
3395
Lowe Wealth Advisors
Maryland
$1.14K – – –
GLA
3396
Great Lakes Advisors
Illinois
$649 -$591K -1,125 -100%
NECFA
3397
New England Capital Financial Advisors
Connecticut
$569 +$526 +1 New
WSC
3398
Wellington Shields & Co
New York
$568 – – –
KCM
3399
Kedalion Capital Management
United Kingdom
– -$1.06B -2,053,650 Closed
APF
3400
Alaska Permanent Fund
Alaska
– -$738M -1,448,563 Closed
134 135
136
137 138