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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1726
Prestige Wealth Management Group
New Jersey
$57K +$54.4K +134 +1,340%
OC
1727
Oakworth Capital
Alabama
$57K +$58.4K +144 New
MHR
1728
Matthew Hamilton Rosenberg
$52K +$18.7K +46 +53%
BAM
1729
Bellevue Asset Management
Washington
$50K -$72.6K -179 -59%
MAM
1730
McCarthy Asset Management
California
$49K – – –
TF
1731
TimeScale Financial
Massachusetts
$49K – – –
AC
1732
AlphaCore Capital
California
$46K +$47.5K +117 New
FFA
1733
Freedman Financial Associates
Massachusetts
$45K – – –
STCOSD
1734
Sageworth Trust Company of South Dakota
South Dakota
$42K – – –
KFS
1735
Kelly Financial Services
Massachusetts
$41.9K -$16.8M -41,522 -100%
CFA
1736
Cahill Financial Advisors
Minnesota
$41K +$41.8K +103 New
M
1737
MOTCO
Texas
$41K +$41.8K +103 New
JWBC
1738
John W. Brooker & Co
California
$38K – – –
SMG
1739
Spectrum Management Group
Indiana
$37K – – –
FCMT
1740
Founders Capital Management (Texas)
Texas
$37K +$38.1K +94 New
LWCFA
1741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
SC
1742
SouthState Corp
Florida
$35K – – –
SFP
1743
Sterling Financial Planning
New Jersey
$34K +$406 +1 +1%
TCWA
1744
Ten Capital Wealth Advisors
Washington
$34K +$3.25K +8 +10%
MAWCM
1745
Mine & Arao Wealth Creation & Management
California
$32K – – –
SIAP
1746
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$32.5K +80 New
LF
1747
Lee Financial
Texas
$31K – – –
LCM
1748
Logan Capital Management
Pennsylvania
$30K – – –
HFA
1749
HC Financial Advisors
California
$29K – – –
WAS
1750
Winch Advisory Services
Wisconsin
$29K – – –
68 69
70
71 72