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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3401
Strategic Advocates
Utah
$59.9K +$57.8K +98 New
PWMA
3402
Pension & Wealth Management Advisors
Massachusetts
$59.5K +$1.77K +3 +3%
KA
3403
Kozak & Associates
Colorado
$59.5K -$4.72K -8 -8%
KSB
3404
Kennebec Savings Bank
Maine
$58.2K +$589 +1 +1%
EAM
3405
Eukles Asset Management
Ohio
$55.1K – – –
NECFA
3406
New England Capital Financial Advisors
Connecticut
$55.1K +$52.5K +89 +8,900%
AWA
3407
American Wealth Advisors
Georgia
$54.9K +$53K +90 New
LWMI
3408
Legacy Wealth Management (Idaho)
Idaho
$54.5K -$4.13K -7 -7%
SAM
3409
Sherman Asset Management
California
$53.3K -$589 -1 -1%
TWD
3410
True Wealth Design
Ohio
$50.8K +$43.6K +74 +822%
VA
3411
Vestwell Advisors
New York
$50.5K – – –
LWA
3412
Lowe Wealth Advisors
Maryland
$47.2K +$44.2K +75 +3,750%
TWM
3413
Tripletail Wealth Management
Florida
$46.4K +$44.2K +75 New
GF
3414
GGM Financials
Ohio
$45.3K +$43.6K +74 New
CMA
3415
Cedar Mountain Advisors
Oregon
$44.7K +$43K +73 New
BHWM
3416
Bay Harbor Wealth Management
Maryland
$44.3K – – –
FNWA
3417
Financial Network Wealth Advisors
Utah
$42.9K -$34.8K -59 -46%
MSWM
3418
Mowery & Schoenfeld Wealth Management
Illinois
$42K – – –
TPBG
3419
Turning Point Benefit Group
Maryland
$41.2K +$39.5K +67 New
MSWA
3420
Marshall & Sterling Wealth Advisors
New York
$40.8K -$23.6K -40 -37%
MPCG
3421
Matrix Private Capital Group
New York
$39.9K -$70.7K -120 -65%
PAIM
3422
Punch & Associates Investment Management
Minnesota
$38K -$39.5K -67 -52%
AP
3423
Atwood & Palmer
Missouri
$36.7K – – –
CTC
3424
Corundum Trust Company
South Dakota
$36.7K +$35.4K +60 New
MSFP
3425
Mark Sheptoff Financial Planning
Connecticut
$34.9K – – –
135 136
137
138 139