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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2326
Arlington Partners
Alabama
$66K -$976K -2,388 -93%
AT
2327
Arlington Trust
Alabama
$66K +$68.7K +168 New
AWM
2328
AllSquare Wealth Management
New York
$64.8K – – –
JGCM
2329
Joseph Group Capital Management
Ohio
$64.4K – – –
CB
2330
CNB Bank
Pennsylvania
$64.4K +$18K +44 +37%
NIC
2331
Northwest Investment Counselors
Oregon
$63.3K +$16.8K +41 +34%
GAG
2332
Goodman Advisory Group
Massachusetts
$62.4K – – –
BAM
2333
Byrne Asset Management
New Jersey
$61K -$10.2K -25 -14%
FWA
2334
FSC Wealth Advisors
New York
$60.5K – – –
BCM
2335
Bourgeon Capital Management
Connecticut
$60.1K +$2.86K +7 +5%
APW
2336
Acima Private Wealth
Virginia
$58.9K – – –
ANBT
2337
American National Bank & Trust
Texas
$58.1K +$60.5K +148 New
CAM
2338
Chesapeake Asset Management
New York
$56.2K +$37.6K +92 +180%
BAM
2339
Bellevue Asset Management
Washington
$49.1K – – –
MAWCM
2340
Mine & Arao Wealth Creation & Management
California
$45.3K – – –
MWA
2341
Moser Wealth Advisors
Washington
$45.2K – – –
BCM
2342
Blume Capital Management
California
$44.1K +$40.9K +100 +833%
MPCG
2343
Matrix Private Capital Group
New York
$41.8K +$13.9K +34 +47%
CWM
2344
CarsonAllaria Wealth Management
Illinois
$39.4K – – –
OLVIG
2345
Oliver Lagore Vanvalin Investment Group
Michigan
$38.5K -$84.2K -206 -68%
KFS
2346
Kelly Financial Services
Massachusetts
$38.2K – – –
APC
2347
Aspire Private Capital
North Carolina
$38.1K -$409 -1 -1%
MIM
2348
MTM Investment Management
South Carolina
$37.3K – – –
VCM
2349
Versant Capital Management
Arizona
$36.3K – – –
CAM
2350
Costello Asset Management
Pennsylvania
$35.7K – – –
92 93
94
95 96