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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1276
Carolina Wealth Advisors
South Carolina
$66K +$63.4K +224 New
AWA
1277
Arkadios Wealth Advisors
Georgia
$64.3K +$58.8K +208 New
FA
1278
Fortis Advisors
Pennsylvania
$62K -$283 -1 -0.5%
LWA
1279
Lenox Wealth Advisors
New York
$62K +$2.26K +8 +4%
AWM
1280
AllSquare Wealth Management
New York
$60K – – –
PWMG
1281
Prestige Wealth Management Group
New Jersey
$59K -$66.2K -234 -54%
MSFP
1282
Mark Sheptoff Financial Planning
Connecticut
$59K – – –
TFA
1283
Toth Financial Advisory
Virginia
$56K +$54K +191 New
VCM
1284
Vigilant Capital Management
Maine
$55K +$52.6K +186 New
AF
1285
Arrow Financial
New York
$51K – – –
FANJ
1286
Financial Architects (New Jersey)
New Jersey
$50K – – –
NSB
1287
Norway Savings Bank
Maine
$49K – – –
GWMIA
1288
Global Wealth Management Investment Advisory
Florida
$46K -$3.39K -12 -7%
DAM
1289
Delta Asset Management
Tennessee
$44K -$5.66K -20 -12%
APW
1290
Acima Private Wealth
Virginia
$44K – – –
CQS
1291
Credential Qtrade Securities
$42.9K +$41K +145 New
HI
1292
Hudock Inc
Pennsylvania
$41K +$22.9K +81 +137%
HDIM
1293
Hanson & Doremus Investment Management
Vermont
$37K +$35.6K +126 New
MPCG
1294
Matrix Private Capital Group
New York
$36K +$34.2K +121 New
BCI
1295
Brinker Capital Investments
Pennsylvania
$36K +$34.5K +122 New
MG
1296
MilWealth Group
Wisconsin
$34.9K +$33.4K +118 New
FWM
1297
FSA Wealth Management
Massachusetts
$31K +$30K +106 New
KFS
1298
Kelly Financial Services
Massachusetts
$30.6K +$29.1K +103 New
CAL
1299
Capital Analysts LLC
Pennsylvania
$30K +$28.3K +100 New
FM
1300
Family Management
New York
$29K – – –
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