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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
3426
Marshall & Sterling Wealth Advisors
New York
$40.8K -$23.6K -40 -37%
MPCG
3427
Matrix Private Capital Group
New York
$39.9K -$70.7K -120 -65%
PAIM
3428
Punch & Associates Investment Management
Minnesota
$38K -$39.5K -67 -52%
AP
3429
Atwood & Palmer
Missouri
$36.7K – – –
CTC
3430
Corundum Trust Company
South Dakota
$36.7K +$35.4K +60 New
MSFP
3431
Mark Sheptoff Financial Planning
Connecticut
$34.9K – – –
BWM
3432
Bernard Wealth Management
Michigan
$32.9K – – –
CIM
3433
Contravisory Investment Management
Massachusetts
$32.5K +$8.25K +14 +36%
PFG
3434
Premier Financial Group
California
$31.1K – – –
FRA
3435
Front Row Advisors
California
$30.7K – – –
RWA
3436
Redmont Wealth Advisors
Illinois
$29.4K – – –
CIR
3437
Clear Investment Research
Georgia
$27.6K +$26.5K +45 New
TIM
3438
Thompson Investment Management
Wisconsin
$26.9K – – –
IAG
3439
Innovative Advisory Group
Massachusetts
$26.3K – – –
MBFW
3440
Morton Brown Family Wealth
Pennsylvania
$23.9K -$47.7K -81 -68%
HCM
3441
Horrell Capital Management
Arkansas
$23.3K – – –
MIA
3442
Milestone Investment Advisors
Wisconsin
$22.7K – – –
AFWM
3443
Abich Financial Wealth Management
Virginia
$22.3K +$21.2K +36 New
HFS
3444
Hughes Financial Services
Virginia
$18.8K +$4.13K +7 +30%
EWM
3445
EPG Wealth Management
Georgia
$17.1K -$51.3K -87 -76%
BFS
3446
Bare Financial Services
Pennsylvania
$17.1K – – –
AF
3447
Aviso Financial
Ontario, Canada
$17.1K – – –
1NWS
3448
1 North Wealth Services
Maryland
$16K – – –
FMTCOCP
3449
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$73.1K -124 -83%
BC
3450
Broadwater Capital
Massachusetts
$14.7K -$8.02M -13,609 -100%
136 137
138
139 140