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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1801
MONECO Advisors
Connecticut
– -$224K -615 Closed
SW
1802
SkyOak Wealth
Michigan
– -$200K -522 Closed
HFS
1803
Horizon Financial Services
North Carolina
– -$128K -350 Closed
AWG
1804
Altus Wealth Group
Colorado
– -$131K -343 Closed
GAM
1805
Grandview Asset Management
Pennsylvania
– -$114K -312 Closed
RF
1806
Robbins Farley
New Hampshire
– -$68K -178 Closed
AC
1807
Arjuna Capital
North Carolina
– -$53K -145 Closed
NIC
1808
Northwest Investment Counselors
Oregon
– -$46K -125 Closed
PWC
1809
PYA Waltman Capital
Tennessee
– -$42K -115 Closed
APWM
1810
Atlas Private Wealth Management
New York
– -$36K -100 Closed
MSFP
1811
Mark Sheptoff Financial Planning
Connecticut
– -$36K -100 Closed
TRCT
1812
Tower Research Capital (TRC)
New York
– -$34K -93 Closed
RWG
1813
Regal Wealth Group
California
– -$29K -81 Closed
EWM
1814
Edge Wealth Management
New York
– -$26K -72 Closed
EK
1815
Evensky & Katz
Florida
– -$13K -35 Closed
TAIM
1816
TD Ameritrade Investment Management
Nebraska
– -$11K -33 Closed
CL
1817
COWA LLC
Oklahoma
– -$13K -32 Closed
IHWM
1818
Iron Horse Wealth Management
Iowa
– -$11K -30 Closed
VCM
1819
Versant Capital Management
Arizona
– -$5K -14 Closed
FP
1820
Fiduciary Planning
Florida
– -$2K -6 Closed
CIR
1821
Clear Investment Research
Georgia
– +$384 +1 New
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