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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K -$958K -2,940 -97%
SC
1602
SouthState Corp
Florida
$30K +$12.4K +38 +76%
MHR
1603
Matthew Hamilton Rosenberg
$28K – – –
RA
1604
Reby Advisors
Connecticut
$28K +$26.1K +80 New
MAWCM
1605
Mine & Arao Wealth Creation & Management
California
$27K – – –
CCMIC
1606
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26K – – –
RWG
1607
Regal Wealth Group
California
$26K +$1.63K +5 +7%
GCM
1608
Garland Capital Management
Washington
$25K – – –
GWMIA
1609
Global Wealth Management Investment Advisory
Florida
$25K – – –
WAS
1610
Winch Advisory Services
Wisconsin
$25K +$23.8K +73 New
CP
1611
Corbenic Partners
Pennsylvania
$24K +$22.8K +70 New
RFWA
1612
RPg Family Wealth Advisory
Massachusetts
$23.4K – – –
LF
1613
Lee Financial
Texas
$23K +$21.8K +67 New
CAM
1614
Costello Asset Management
Pennsylvania
$22K – – –
DAM
1615
Delta Asset Management
Tennessee
$22K – – –
CI
1616
Cordant Inc
Oregon
$20K – – –
FM
1617
Family Management
New York
$20K – – –
LGA
1618
Lebenthal Global Advisors
New York
$20K +$19.6K +60 New
ZC
1619
Zeit Capital
Colorado
$20K +$19.6K +60 New
MIM
1620
Merrion Investment Management
New Jersey
$18K +$17K +52 New
SFG
1621
Sowa Financial Group
Rhode Island
$17K – – –
BC
1622
Barnett & Company
Tennessee
$16K +$326 +1 +2%
GCM
1623
Gables Capital Management
Florida
$14K – – –
KIG
1624
Kessler Investment Group
Indiana
$14K +$13.4K +41 New
HGWM
1625
Harvest Group Wealth Management
Massachusetts
$13K -$16.6K -51 -58%
63 64
65
66 67