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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1301
Atlas Private Wealth Management
New York
$23K +$280 +1 +1%
IWMA
1302
Ironwood Wealth Management (Arizona)
Arizona
$23K +$7.84K +28 +41%
SL
1303
Savior LLC
Massachusetts
$22K – – –
SMG
1304
Spectrum Management Group
Indiana
$22K – – –
CWA
1305
Carolina Wealth Advisors
South Carolina
$21K -$37.8K -135 -60%
LWCFA
1306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
AT
1307
Arden Trust
Delaware
$20K +$23.8K +85 New
MAWCM
1308
Mine & Arao Wealth Creation & Management
California
$19K -$48.8K -174 -69%
GCM
1309
Garland Capital Management
Washington
$17K – – –
HGWM
1310
Harvest Group Wealth Management
Massachusetts
$17K +$280 +1 +1%
RFWA
1311
RPg Family Wealth Advisory
Massachusetts
$16.1K -$1.12K -4 -6%
FM
1312
Family Management
New York
$14K -$10.9K -39 -40%
CCM
1313
Cox Capital Management
Massachusetts
$14K +$13.2K +47 New
HR
1314
Howe & Rusling
New York
$13K -$697K -2,487 -98%
CFN
1315
Cordasco Financial Network
Florida
$13K – – –
EWM
1316
EPG Wealth Management
Georgia
$13K – – –
SFG
1317
Sowa Financial Group
Rhode Island
$12K – – –
RCA
1318
Ranch Capital Advisors
Florida
$10K +$12.6K +45 New
GCM
1319
Gables Capital Management
Florida
$9K – – –
JFA
1320
JNBA Financial Advisors
Minnesota
$9K – – –
WCMN
1321
Westchester Capital Management (Nebraska)
Nebraska
$8K +$9.53K +34 New
FA
1322
Forefront Analytics
Pennsylvania
$7.62K +$8.97K +32 New
FPFS
1323
First Personal Financial Services
North Carolina
$7K -$560 -2 -6%
CCM
1324
Cribstone Capital Management
Maine
$7K +$5.88K +21 +210%
OAJ
1325
Ogorek Anthony Joseph
New York
$6K – – –
51 52
53
54 55