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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3926
PFS Partners
New Jersey
$98.9K – – –
GSEP
3927
Golden State Equity Partners
California
$98.2K -$16.6M -24,914 -99%
TC
3928
Truvestments Capital
Florida
$97.5K -$40K -60 -30%
NWMP
3929
Noble Wealth Management PBC
Colorado
$96.9K – – –
VFM
3930
Vision Financial Markets
Connecticut
$96.7K – – –
AP
3931
Atwood & Palmer
Missouri
$96.2K +$3.33K +5 +4%
CH
3932
CDKV Holdings
Colorado
$95.8K – – –
CI
3933
Cordant Inc
Oregon
$93.3K – – –
LAM
3934
Lummis Asset Management
Texas
$91.3K – – –
EWM
3935
EPG Wealth Management
Georgia
$89.3K +$66.7K +100 +333%
PWAM
3936
Private Wealth Asset Management
Iowa
$89.3K -$687K -1,030 -89%
IA
3937
IFS Advisors
Kansas
$89.3K -$1.33K -2 -2%
FCMT
3938
Founders Capital Management (Texas)
Texas
$87.9K – – –
WCM
3939
Weaver Capital Management
Georgia
$87.8K – – –
SEP
3940
Signature Equity Partners
Ohio
$83.9K +$25.3K +38 +45%
BNA
3941
BankChampaign National Association
Illinois
$81K – – –
T
3942
Transce3nd
Texas
$79.1K – – –
HFG
3943
Harborfront Financial Group
Michigan
$78.5K +$76K +114 New
VL
3944
Vima LLC
Michigan
$78.1K +$76K +114 New
NWM
3945
Navigoe Wealth Management
California
$78K – – –
FNWA
3946
Financial Network Wealth Advisors
Utah
$76.2K – – –
QWM
3947
Quaker Wealth Management
New Jersey
$75.8K – – –
LAM
3948
Lynch Asset Management
Pennsylvania
$75.5K – – –
ZC
3949
Zeit Capital
Colorado
$73.5K – – –
RPA
3950
Redwood Park Advisors
California
$72.7K – – –
156 157
158
159 160