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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2051
Logan Capital Management
Pennsylvania
$33K – – –
OAJ
2052
Ogorek Anthony Joseph
New York
$33K +$20.3K +48 +166%
AA
2053
Addison Advisors
Vermont
$33K +$31.7K +75 New
HFA
2054
HC Financial Advisors
California
$32K – – –
WAS
2055
Winch Advisory Services
Wisconsin
$32K – – –
CP
2056
Corbenic Partners
Pennsylvania
$31K – – –
GCM
2057
Garland Capital Management
Washington
$31K – – –
EWM
2058
EPG Wealth Management
Georgia
$31K +$6.33K +15 +27%
ZB
2059
Zions Bancorporation
Utah
$30K – – –
RFWA
2060
RPg Family Wealth Advisory
Massachusetts
$29.7K – – –
PAIM
2061
Punch & Associates Investment Management
Minnesota
$29K +$11K +26 +65%
RG
2062
Retirement Group
California
$28K -$422 -1 -2%
CAM
2063
Costello Asset Management
Pennsylvania
$28K – – –
FM
2064
Family Management
New York
$28K – – –
FCMT
2065
Founders Capital Management (Texas)
Texas
$26K -$14.4K -34 -36%
HWM
2066
HighMark Wealth Management
Minnesota
$26K – – –
ZC
2067
Zeit Capital
Colorado
$26K – – –
HFS
2068
HBC Financial Services
Washington
$25K +$24.5K +58 New
DAM
2069
Delta Asset Management
Tennessee
$24K -$6.33K -15 -21%
JHCP
2070
Jackson Hole Capital Partners
Oklahoma
$24K – – –
DWA
2071
Delos Wealth Advisors
Texas
$22K -$1.27K -3 -6%
RI
2072
Rinkey Investments
California
$21K +$21.1K +50 New
TCWM
2073
Total Clarity Wealth Management
Illinois
$17K +$16.9K +40 New
SCA
2074
Stuart Chaussee & Associates
California
$16K – – –
CWP
2075
Concord Wealth Partners
Virginia
$15K +$12.2K +29 +483%
81 82
83
84 85