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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1726
Ogorek Anthony Joseph
New York
$11K – – –
PSIWM
1727
Paradigm Strategies in Wealth Management
Minnesota
$11K – – –
SFC
1728
SYM Financial Corp
Indiana
$11K +$10.7K +28 +2,800%
CYG
1729
Clean Yield Group
Vermont
$10K +$9.98K +26 New
BC
1730
Barnett & Company
Tennessee
$9K -$11.9K -31 -58%
EWM
1731
Elmwood Wealth Management
California
$9K – – –
CFN
1732
Cordasco Financial Network
Florida
$7K – – –
GTAM
1733
Global Trust Asset Management
Florida
$7K +$1.53K +4 +31%
BU
1734
BBVA USA
Alabama
$6K +$5.76K +15 New
PC
1735
Pecaut & Co
Iowa
$6K +$5.76K +15 New
FEG
1736
Financial Enhancement Group
Indiana
$5K +$4.99K +13 New
BFG
1737
Baron Financial Group
New Jersey
$4.72K – – –
POIA
1738
Pin Oak Investment Advisors
Texas
$4K -$2.44M -6,367 -100%
PWMG
1739
Prestige Wealth Management Group
New Jersey
$4K – – –
CT
1740
Clearstead Trust
Maine
$4K +$3.46K +9 New
CWA
1741
Carolina Wealth Advisors
South Carolina
$3K +$768 +2 +40%
FMP
1742
Financial Management Professionals
Texas
$3K +$2.69K +7 New
CWP
1743
Concord Wealth Partners
Virginia
$2K -$4.61K -12 -67%
BCM
1744
Blume Capital Management
California
$2K – – –
CI
1745
Cordant Inc
Oregon
$2K – – –
FRA
1746
Front Row Advisors
California
$2K – – –
RG
1747
Retirement Group
California
$2K – – –
CWA
1748
Clearview Wealth Advisors
Oregon
$1K – – –
WIM
1749
Westside Investment Management
California
$225 – – –
DILIC
1750
Dai-ichi Life Insurance Company
Japan
– -$214M -586,200 Closed
68 69
70
71 72