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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1676
Kessler Investment Group
Indiana
$15K – – –
HWM
1677
HighMark Wealth Management
Minnesota
$14K +$12.1K +34 +1,133%
CL
1678
COWA LLC
Oklahoma
$13K -$355 -1 -3%
PAIM
1679
Punch & Associates Investment Management
Minnesota
$13K +$355 +1 +3%
EK
1680
Evensky & Katz
Florida
$13K +$12.4K +35 New
IHWM
1681
Iron Horse Wealth Management
Iowa
$11K – – –
TAIM
1682
TD Ameritrade Investment Management
Nebraska
$11K – – –
HI
1683
Hoey Investments
Pennsylvania
$10K – – –
OAJ
1684
Ogorek Anthony Joseph
New York
$10K – – –
PSIWM
1685
Paradigm Strategies in Wealth Management
Minnesota
$10K +$9.57K +27 New
CAGAS
1686
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.93K +28 New
EWM
1687
Elmwood Wealth Management
California
$8K +$8.16K +23 New
CWP
1688
Concord Wealth Partners
Virginia
$7K +$6.38K +18 New
CFN
1689
Cordasco Financial Network
Florida
$6K – – –
VCM
1690
Versant Capital Management
Arizona
$5K -$177K -500 -97%
GTAM
1691
Global Trust Asset Management
Florida
$5K – – –
IPW
1692
IronBridge Private Wealth
Texas
$5K – – –
BFG
1693
Baron Financial Group
New Jersey
$4.37K – – –
PWMG
1694
Prestige Wealth Management Group
New Jersey
$4K -$69.5K -196 -95%
CI
1695
Cordant Inc
Oregon
$2K -$18.1K -51 -89%
CWA
1696
Carolina Wealth Advisors
South Carolina
$2K – – –
FP
1697
Fiduciary Planning
Florida
$2K – – –
FRA
1698
Front Row Advisors
California
$2K – – –
RG
1699
Retirement Group
California
$2K – – –
CWA
1700
Clearview Wealth Advisors
Oregon
$1K – – –
66 67
68
69 70