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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3801
Mowery & Schoenfeld Wealth Management
Illinois
$43K +$3.13K +5 +7%
AW
3802
Ankerstar Wealth
Texas
$41.2K -$30K -48 -41%
GTAM
3803
Global Trust Asset Management
Florida
$39.5K – – –
DRP
3804
Decker Retirement Planning
Utah
$39.4K – – –
CMA
3805
Cedar Mountain Advisors
Oregon
$38K +$625 +1 +2%
WSA
3806
Wealth Science Advisors
Georgia
$37.6K +$37.5K +60 New
CIM
3807
Contravisory Investment Management
Massachusetts
$36.5K – – –
SA
3808
Strategic Advocates
Utah
$34.4K -$40K -64 -53%
WSC
3809
Wellington Shields & Co
New York
$34.1K +$34.4K +55 +2,750%
TWM
3810
Tripletail Wealth Management
Florida
$32.6K -$6.25K -10 -16%
PK
3811
Pflug Koory
Nebraska
$29.9K – – –
FRA
3812
Front Row Advisors
California
$29.9K – – –
CBT
3813
CoreFirst Bank & Trust
Kansas
$29.3K – – –
CIR
3814
Clear Investment Research
Georgia
$29.3K +$30.6K +49 New
UCB
3815
United Community Bank
South Carolina
$25.7K – – –
BW
3816
Basepoint Wealth
Iowa
$25K -$43.2K -69 -62%
NWS
3817
Nvest Wealth Strategies
Ohio
$24.8K – – –
BA
3818
Ballast Advisors
Minnesota
$23.9K – – –
RIAS
3819
Rachor Investment Advisory Services
Michigan
$23.4K +$11.9K +19 +95%
HCM
3820
Horrell Capital Management
Arkansas
$22.7K – – –
BFS
3821
Burkett Financial Services
South Carolina
$21.3K – – –
MSFP
3822
Mark Sheptoff Financial Planning
Connecticut
$20.8K -$16.3K -26 -46%
MIA
3823
Milestone Investment Advisors
Wisconsin
$20.3K -$1.88K -3 -8%
RG
3824
RHL Group
Michigan
$19.2K – – –
HFS
3825
Hughes Financial Services
Virginia
$19.1K +$1.25K +2 +7%
151 152
153
154 155