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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1676
Ranch Capital Advisors
Florida
$49K – – –
LSA
1677
Lion Street Advisors
Texas
$45.3K +$44.1K +115 New
FFA
1678
Freedman Financial Associates
Massachusetts
$45K – – –
HPC
1679
HM Payson & Co
Maine
$44K -$892K -2,324 -95%
STCOSD
1680
Sageworth Trust Company of South Dakota
South Dakota
$42K – – –
FHC
1681
First Horizon Corporation
Tennessee
$39K – – –
PFSC
1682
Peoples Financial Services Corp
Pennsylvania
$39K +$38.4K +100 New
JWBC
1683
John W. Brooker & Co
California
$38K +$36.9K +96 New
SMG
1684
Spectrum Management Group
Indiana
$37K – – –
SC
1685
SouthState Corp
Florida
$35K – – –
LWCFA
1686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$33.8K +88 New
SFP
1687
Sterling Financial Planning
New Jersey
$34K -$4.99K -13 -13%
MHR
1688
Matthew Hamilton Rosenberg
$34K – – –
MAWCM
1689
Mine & Arao Wealth Creation & Management
California
$31K – – –
PIA
1690
Powell Investment Advisors
Florida
$31K – – –
CCMIC
1691
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$30K – – –
LF
1692
Lee Financial
Texas
$30K +$9.6K +25 +48%
PAIM
1693
Punch & Associates Investment Management
Minnesota
$30K +$15K +39 +108%
LCM
1694
Logan Capital Management
Pennsylvania
$30K +$29.2K +76 New
TCWA
1695
Ten Capital Wealth Advisors
Washington
$30K +$29.6K +77 New
WAS
1696
Winch Advisory Services
Wisconsin
$29K – – –
HFA
1697
HC Financial Advisors
California
$29K +$28K +73 New
CP
1698
Corbenic Partners
Pennsylvania
$28K – – –
GCM
1699
Garland Capital Management
Washington
$28K – – –
DAM
1700
Delta Asset Management
Tennessee
$28K +$1.92K +5 +8%
66 67
68
69 70