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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2301
AllSquare Wealth Management
New York
$63.7K -$11.6K -30 -15%
FWA
2302
FSC Wealth Advisors
New York
$62.7K – – –
CWP
2303
Concord Wealth Partners
Virginia
$61.3K +$21.6K +56 +59%
APW
2304
Acima Private Wealth
Virginia
$61.1K – – –
PC
2305
Pecaut & Co
Iowa
$60.2K +$10.4K +27 +22%
BCM
2306
Bourgeon Capital Management
Connecticut
$59.5K +$11.6K +30 +26%
SFC
2307
SYM Financial Corp
Indiana
$56.6K -$59.8K -155 -53%
BAM
2308
Bellevue Asset Management
Washington
$50.9K – – –
CB
2309
CNB Bank
Pennsylvania
$48.9K -$13.9K -36 -23%
NIC
2310
Northwest Investment Counselors
Oregon
$48.9K – – –
MAWCM
2311
Mine & Arao Wealth Creation & Management
California
$46.9K – – –
MWA
2312
Moser Wealth Advisors
Washington
$46.8K +$44.4K +115 New
VNA
2313
Valley National Advisers
Pennsylvania
$44K +$20.4K +53 +100%
PFG
2314
Piershale Financial Group
Illinois
$41.8K – – –
CWM
2315
CarsonAllaria Wealth Management
Illinois
$40.9K – – –
APC
2316
Aspire Private Capital
North Carolina
$39.9K +$386 +1 +1%
KFS
2317
Kelly Financial Services
Massachusetts
$39.4K – – –
MIM
2318
MTM Investment Management
South Carolina
$38.7K +$7.72K +20 +27%
VCM
2319
Versant Capital Management
Arizona
$37.6K +$2.7K +7 +8%
CAM
2320
Costello Asset Management
Pennsylvania
$37.1K – – –
SIM
2321
Studio Investment Management
Illinois
$35.6K +$13.5K +35 +67%
OA
2322
Operose Advisors
Wisconsin
$35.5K +$25.5K +66 +314%
ZC
2323
Zeit Capital
Colorado
$32.6K – – –
DWA
2324
Dougherty Wealth Advisers
Minnesota
$31.4K – – –
EWP
2325
Elevation Wealth Partners
California
$30.1K +$28.5K +74 New
91 92
93
94 95