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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
2301
Peoples Financial Services Corp
Pennsylvania
$1.1M -$1.18K -2 -0.1%
JWBC
2302
J.W. Burns & Co
New York
$1.1M +$2.95K +5 +0.3%
FNFDCM
2303
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.1M – – –
MJRIC
2304
Mogy Joel R Investment Counsel
California
$1.1M – – –
CPC
2305
Consolidated Planning Corp
Georgia
$1.09M -$4.25M -7,211 -80%
PWM
2306
Power Wealth Management
Georgia
$1.09M -$2.95K -5 -0.3%
T
2307
Tidemark
California
$1.09M – – –
RI
2308
Rinkey Investments
California
$1.09M +$149K +253 +17%
PPW
2309
Presilium Private Wealth
Pennsylvania
$1.09M -$70.7K -120 -6%
CAM
2310
Congress Asset Management
Massachusetts
$1.09M +$38.3K +65 +4%
AWM
2311
Atticus Wealth Management
Florida
$1.08M +$23K +39 +2%
PFA
2312
Plotkin Financial Advisors
Maryland
$1.08M -$83.7K -142 -7%
FM
2313
Family Management
New York
$1.08M -$492K -834 -32%
TCM
2314
Towercrest Capital Management
Pennsylvania
$1.07M +$473K +802 +84%
AIS
2315
Accredited Investor Services
Minnesota
$1.07M -$46.6K -79 -4%
BC
2316
Barrett & Company
Rhode Island
$1.07M – – –
GWM
2317
GSB Wealth Management
Connecticut
$1.07M +$24.8K +42 +2%
DCM
2318
Dudley Capital Management
Virginia
$1.07M +$29.5K +50 +3%
KIG
2319
Kennedy Investment Group
New Jersey
$1.07M +$162K +274 +19%
GLLW
2320
Graves Light Lenhart Wealth
Virginia
$1.07M +$4.72K +8 +0.5%
SO
2321
Sierra Ocean
California
$1.07M -$328K -556 -24%
SIC
2322
Sage Investment Counsel
Tennessee
$1.06M -$5.3K -9 -0.5%
AWM
2323
Austin Wealth Management
Texas
$1.06M -$5.3K -9 -0.5%
BIG
2324
Brookwood Investment Group
Arizona
$1.06M +$113K +192 +12%
CL
2325
CLG LLC
California
$1.06M +$31.2K +53 +3%
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