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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1351
Beese Fulmer Investment Management
Ohio
$77K +$72.9K +271 New
MOACM
1352
Mutual of America Capital Management
New York
$75K – – –
HWA
1353
HCR Wealth Advisors
California
$73K -$28K -104 -29%
BWA
1354
BDO Wealth Advisors
Florida
$72K -$31.5K -117 -31%
TF
1355
TimeScale Financial
Massachusetts
$71K -$82.4K -306 -55%
CT
1356
Caldwell Trust
Florida
$64.1K – – –
CDIA
1357
Capital Directions Investment Advisors
Georgia
$64K -$188K -700 -76%
PO
1358
Private Ocean
California
$63K -$8.07K -30 -12%
MPCG
1359
Matrix Private Capital Group
New York
$59K +$22.9K +85 +70%
AWA
1360
Arkadios Wealth Advisors
Georgia
$58.3K -$7.81K -29 -13%
AWM
1361
AllSquare Wealth Management
New York
$58K – – –
LWA
1362
Lenox Wealth Advisors
New York
$57K – – –
MSFP
1363
Mark Sheptoff Financial Planning
Connecticut
$57K – – –
ETI
1364
Enterprise Trust & Investment
California
$57K +$54.1K +201 New
HI
1365
Hudock Inc
Pennsylvania
$53K +$20.5K +76 +68%
MLFP
1366
MPS Loria Financial Planners
Illinois
$52K +$49K +182 New
CHC
1367
City Holding Co
West Virginia
$52K +$49.8K +185 New
WFMPM
1368
Woodley Farra Manion Portfolio Management
Indiana
$51K -$19.1K -71 -28%
NSB
1369
Norway Savings Bank
Maine
$47K – – –
HF
1370
Halpern Financial
Virginia
$46K -$8.07K -30 -16%
APW
1371
Acima Private Wealth
Virginia
$43K – – –
MPWT
1372
MassMutual Private Wealth & Trust
Connecticut
$40K -$59.2K -220 -61%
CI
1373
Cordant Inc
Oregon
$40K +$807 +3 +2%
SIS
1374
Sound Income Strategies
Florida
$39K – – –
CI
1375
CX Institutional
Indiana
$37K +$30.1K +112 +589%
53 54
55
56 57