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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2301
Byrne Asset Management
New Jersey
$73K -$25.1K -65 -27%
JGCM
2302
Joseph Group Capital Management
Ohio
$66.8K -$5.79K -15 -8%
GAG
2303
Goodman Advisory Group
Massachusetts
$64.8K – – –
AWM
2304
AllSquare Wealth Management
New York
$63.7K -$11.6K -30 -15%
FWA
2305
FSC Wealth Advisors
New York
$62.7K – – –
CWP
2306
Concord Wealth Partners
Virginia
$61.3K +$21.6K +56 +59%
APW
2307
Acima Private Wealth
Virginia
$61.1K – – –
PC
2308
Pecaut & Co
Iowa
$60.2K +$10.4K +27 +22%
BCM
2309
Bourgeon Capital Management
Connecticut
$59.5K +$11.6K +30 +26%
SFC
2310
SYM Financial Corp
Indiana
$56.6K -$59.8K -155 -53%
BAM
2311
Bellevue Asset Management
Washington
$50.9K – – –
CB
2312
CNB Bank
Pennsylvania
$48.9K -$13.9K -36 -23%
NIC
2313
Northwest Investment Counselors
Oregon
$48.9K – – –
MAWCM
2314
Mine & Arao Wealth Creation & Management
California
$46.9K – – –
MWA
2315
Moser Wealth Advisors
Washington
$46.8K +$44.4K +115 New
VNA
2316
Valley National Advisers
Pennsylvania
$44K +$20.4K +53 +100%
PFG
2317
Piershale Financial Group
Illinois
$41.8K – – –
CWM
2318
CarsonAllaria Wealth Management
Illinois
$40.9K – – –
APC
2319
Aspire Private Capital
North Carolina
$39.9K +$386 +1 +1%
KFS
2320
Kelly Financial Services
Massachusetts
$39.4K – – –
MIM
2321
MTM Investment Management
South Carolina
$38.7K +$7.72K +20 +27%
VCM
2322
Versant Capital Management
Arizona
$37.6K +$2.7K +7 +8%
CAM
2323
Costello Asset Management
Pennsylvania
$37.1K – – –
SIM
2324
Studio Investment Management
Illinois
$35.6K +$13.5K +35 +67%
OA
2325
Operose Advisors
Wisconsin
$35.5K +$25.5K +66 +314%
91 92
93
94 95