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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1676
Acima Private Wealth
Virginia
$59K – – –
PCA
1677
Providence Capital Advisors
North Carolina
$57K – – –
NFSG
1678
Newbridge Financial Services Group
Florida
$55K +$17.3K +45 +48%
TF
1679
TimeScale Financial
Massachusetts
$49K -$27.6K -72 -37%
MAM
1680
McCarthy Asset Management
California
$49K – – –
RCA
1681
Ranch Capital Advisors
Florida
$49K – – –
LSA
1682
Lion Street Advisors
Texas
$45.3K +$44.1K +115 New
FFA
1683
Freedman Financial Associates
Massachusetts
$45K – – –
HPC
1684
HM Payson & Co
Maine
$44K -$892K -2,324 -95%
STCOSD
1685
Sageworth Trust Company of South Dakota
South Dakota
$42K – – –
KFS
1686
Kelly Financial Services
Massachusetts
$41.6K – – –
FHC
1687
First Horizon Corporation
Tennessee
$39K – – –
PFSC
1688
Peoples Financial Services Corp
Pennsylvania
$39K +$38.4K +100 New
JWBC
1689
John W. Brooker & Co
California
$38K +$36.9K +96 New
SMG
1690
Spectrum Management Group
Indiana
$37K – – –
SC
1691
SouthState Corp
Florida
$35K – – –
LWCFA
1692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$33.8K +88 New
SFP
1693
Sterling Financial Planning
New Jersey
$34K -$4.99K -13 -13%
MHR
1694
Matthew Hamilton Rosenberg
$34K – – –
MAWCM
1695
Mine & Arao Wealth Creation & Management
California
$31K – – –
PIA
1696
Powell Investment Advisors
Florida
$31K – – –
CCMIC
1697
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$30K – – –
LF
1698
Lee Financial
Texas
$30K +$9.6K +25 +48%
PAIM
1699
Punch & Associates Investment Management
Minnesota
$30K +$15K +39 +108%
LCM
1700
Logan Capital Management
Pennsylvania
$30K +$29.2K +76 New
66 67
68
69 70