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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
1676
Iron Horse Wealth Management
Iowa
$11K – – –
TAIM
1677
TD Ameritrade Investment Management
Nebraska
$11K – – –
HI
1678
Hoey Investments
Pennsylvania
$10K – – –
OAJ
1679
Ogorek Anthony Joseph
New York
$10K – – –
PSIWM
1680
Paradigm Strategies in Wealth Management
Minnesota
$10K +$9.57K +27 New
CAGAS
1681
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.93K +28 New
EWM
1682
Elmwood Wealth Management
California
$8K +$8.16K +23 New
CWP
1683
Concord Wealth Partners
Virginia
$7K +$6.38K +18 New
CFN
1684
Cordasco Financial Network
Florida
$6K – – –
VCM
1685
Versant Capital Management
Arizona
$5K -$177K -500 -97%
GTAM
1686
Global Trust Asset Management
Florida
$5K – – –
IPW
1687
IronBridge Private Wealth
Texas
$5K – – –
BFG
1688
Baron Financial Group
New Jersey
$4.37K – – –
PWMG
1689
Prestige Wealth Management Group
New Jersey
$4K -$69.5K -196 -95%
BBHC
1690
Brown Brothers Harriman & Co
New York
$2.89K +$555K +1,565 +25%
CI
1691
Cordant Inc
Oregon
$2K -$18.1K -51 -89%
CWA
1692
Carolina Wealth Advisors
South Carolina
$2K – – –
FP
1693
Fiduciary Planning
Florida
$2K – – –
FRA
1694
Front Row Advisors
California
$2K – – –
RG
1695
Retirement Group
California
$2K – – –
CWA
1696
Clearview Wealth Advisors
Oregon
$1K – – –
BCM
1697
Blume Capital Management
California
$1K +$709 +2 +100%
FA
1698
Faithward Advisors
Pennsylvania
$1K +$709 +2 New
1WM
1699
1900 Wealth Management
Texas
$940 – – –
SWM
1700
Sugarloaf Wealth Management
Georgia
$414 +$225K +635 +2,761%
66 67
68
69 70