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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1326
EPG Wealth Management
Georgia
$17K +$15.8K +56 New
CFN
1327
Cordasco Financial Network
Florida
$16K – – –
SFG
1328
Sowa Financial Group
Rhode Island
$15K +$14.1K +50 New
JSC
1329
Jackson Square Capital
California
$14K +$13.9K +49 New
LDFR
1330
Lehman & Derafelo Financial Resources
Pennsylvania
$14K +$13.9K +49 New
BC
1331
Barnett & Company
Tennessee
$13K +$12.2K +43 New
SA
1332
SRH Advisors
Kansas
$13K +$12.2K +43 New
GCM
1333
Gables Capital Management
Florida
$12K – – –
JFA
1334
JNBA Financial Advisors
Minnesota
$12K – – –
HI
1335
Human Investing
Oregon
$12K +$11.3K +40 New
FPFS
1336
First Personal Financial Services
North Carolina
$9K -$515K -1,820 -98%
OAJ
1337
Ogorek Anthony Joseph
New York
$8K – – –
ETI
1338
Enterprise Trust & Investment
California
$8K +$7.92K +28 New
CI
1339
CX Institutional
Indiana
$6K – – –
EWM
1340
Edge Wealth Management
New York
$6K – – –
LWM
1341
Lenox Wealth Management
Ohio
$6K – – –
CL
1342
Cabana LLC
Arkansas
$6K +$5.66K +20 New
CAGAS
1343
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.94K +21 New
AA
1344
Argent Advisors
Louisiana
$5K +$4.81K +17 New
GTAM
1345
Global Trust Asset Management
Florida
$4K – – –
CT
1346
Clearstead Trust
Maine
$3K -$37.1K -131 -94%
CCM
1347
Cribstone Capital Management
Maine
$3K +$2.83K +10 New
WCAMG
1348
Woodard & Company Asset Management Group
North Carolina
$3K +$2.83K +10 New
KWM
1349
Keebeck Wealth Management
Illinois
$2K +$2.26K +8 New
PCA
1350
Providence Capital Advisors
North Carolina
$1K +$566 +2 New
52 53
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55 56