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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2051
Bellevue Asset Management
Washington
$52K – – –
MAM
2052
McCarthy Asset Management
California
$52K – – –
NIC
2053
Northwest Investment Counselors
Oregon
$50K – – –
FFA
2054
Freedman Financial Associates
Massachusetts
$48K – – –
PWC
2055
PYA Waltman Capital
Tennessee
$48K – – –
RF
2056
Robbins Farley
New Hampshire
$47K -$19.6K -48 -30%
PAIM
2057
Punch & Associates Investment Management
Minnesota
$47K +$19.2K +47 +71%
BA
2058
Bivin & Associates
Oklahoma
$46K -$184K -450 -80%
AA
2059
Addison Advisors
Vermont
$46K +$14.3K +35 +47%
STCOSD
2060
Sageworth Trust Company of South Dakota
South Dakota
$44K – – –
TF
2061
TimeScale Financial
Massachusetts
$44K – – –
WAM
2062
WFA Asset Management
Wisconsin
$43K +$409 +1 +1%
CWM
2063
CarsonAllaria Wealth Management
Illinois
$42K – – –
MAWCM
2064
Mine & Arao Wealth Creation & Management
California
$41K +$3.68K +9 +10%
JWBC
2065
John W. Brooker & Co
California
$40K – – –
KFS
2066
Kelly Financial Services
Massachusetts
$39.5K – – –
SIAP
2067
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K +$5.73K +14 +18%
SC
2068
SouthState Corp
Florida
$37K – – –
HFS
2069
Hantz Financial Services
Michigan
$36K +$35.2K +86 New
AWM
2070
Aberdeen Wealth Management
Illinois
$35K +$34.8K +85 New
PIA
2071
Powell Investment Advisors
Florida
$33K – – –
ZC
2072
Zeit Capital
Colorado
$33K +$8.19K +20 +33%
OAJ
2073
Ogorek Anthony Joseph
New York
$32K – – –
LCM
2074
Logan Capital Management
Pennsylvania
$31K – – –
WAS
2075
Winch Advisory Services
Wisconsin
$31K +$409 +1 +1%
81 82
83
84 85