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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1276
FAS Wealth Partners
Kansas
$71K +$67.6K +239 New
PO
1277
Private Ocean
California
$67K -$28.3K -100 -31%
PWP
1278
Personal Wealth Partners
Minnesota
$67K – – –
CT
1279
Caldwell Trust
Florida
$66.9K +$63.9K +226 New
CWA
1280
Carolina Wealth Advisors
South Carolina
$66K +$63.4K +224 New
JFA
1281
Johanson Financial Advisors
California
$64.9K +$61.9K +219 New
AWA
1282
Arkadios Wealth Advisors
Georgia
$64.3K +$58.8K +208 New
FA
1283
Fortis Advisors
Pennsylvania
$62K -$283 -1 -0.5%
LWA
1284
Lenox Wealth Advisors
New York
$62K +$2.26K +8 +4%
AWM
1285
AllSquare Wealth Management
New York
$60K – – –
PWMG
1286
Prestige Wealth Management Group
New Jersey
$59K -$66.2K -234 -54%
MSFP
1287
Mark Sheptoff Financial Planning
Connecticut
$59K – – –
TFA
1288
Toth Financial Advisory
Virginia
$56K +$54K +191 New
VCM
1289
Vigilant Capital Management
Maine
$55K +$52.6K +186 New
AF
1290
Arrow Financial
New York
$51K – – –
FANJ
1291
Financial Architects (New Jersey)
New Jersey
$50K – – –
NSB
1292
Norway Savings Bank
Maine
$49K – – –
GWMIA
1293
Global Wealth Management Investment Advisory
Florida
$46K -$3.39K -12 -7%
DAM
1294
Delta Asset Management
Tennessee
$44K -$5.66K -20 -12%
APW
1295
Acima Private Wealth
Virginia
$44K – – –
CQS
1296
Credential Qtrade Securities
$42.9K +$41K +145 New
HI
1297
Hudock Inc
Pennsylvania
$41K +$22.9K +81 +137%
HDIM
1298
Hanson & Doremus Investment Management
Vermont
$37K +$35.6K +126 New
MPCG
1299
Matrix Private Capital Group
New York
$36K +$34.2K +121 New
BCI
1300
Brinker Capital Investments
Pennsylvania
$36K +$34.5K +122 New
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