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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1651
Newbridge Financial Services Group
Florida
$34K +$355 +1 +1%
SC
1652
SouthState Corp
Florida
$32K – – –
MHR
1653
Matthew Hamilton Rosenberg
$31K +$1.42K +4 +5%
MAWCM
1654
Mine & Arao Wealth Creation & Management
California
$29K – – –
RWG
1655
Regal Wealth Group
California
$29K +$1.77K +5 +7%
PIA
1656
Powell Investment Advisors
Florida
$29K +$28K +79 New
CCMIC
1657
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27K – – –
WAS
1658
Winch Advisory Services
Wisconsin
$27K +$355 +1 +1%
GWMIA
1659
Global Wealth Management Investment Advisory
Florida
$26K -$355 -1 -1%
CP
1660
Corbenic Partners
Pennsylvania
$26K – – –
GCM
1661
Garland Capital Management
Washington
$26K – – –
EWM
1662
Edge Wealth Management
New York
$26K +$18.4K +52 +260%
MIH
1663
Meitav Investment House
Israel
$25.4K +$17.1M +48,150 +225%
CI
1664
CX Institutional
Indiana
$24K -$24.1K -68 -51%
DAM
1665
Delta Asset Management
Tennessee
$24K – – –
CAM
1666
Costello Asset Management
Pennsylvania
$23K – – –
ZC
1667
Zeit Capital
Colorado
$22K – – –
FM
1668
Family Management
New York
$21K – – –
LF
1669
Lee Financial
Texas
$19K -$5.32K -15 -22%
BC
1670
Barnett & Company
Tennessee
$19K +$2.13K +6 +13%
KIG
1671
Kessler Investment Group
Indiana
$15K – – –
HWM
1672
HighMark Wealth Management
Minnesota
$14K +$12.1K +34 +1,133%
CL
1673
COWA LLC
Oklahoma
$13K -$355 -1 -3%
PAIM
1674
Punch & Associates Investment Management
Minnesota
$13K +$355 +1 +3%
EK
1675
Evensky & Katz
Florida
$13K +$12.4K +35 New
65 66
67
68 69