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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
251
Atria Investments
North Carolina
$85.6M -$3.6M -7,083 -4%
RH
252
RFG Holdings
Texas
$85.2M +$1.98M +3,890 +2%
CSIA
253
Conrad Siegel Investment Advisors
Pennsylvania
$84M +$887K +1,745 +1%
MA
254
MJP Associates
Connecticut
$83.3M +$3.54M +6,959 +5%
DWM
255
Dechtman Wealth Management
Colorado
$83.2M +$2.72M +5,355 +4%
AF
256
Affiance Financial
Minnesota
$82.4M +$117K +231 +0.1%
CGL
257
Clarius Group LLC
Washington
$82.4M +$1.84M +3,621 +2%
ML
258
Mayport LLC
Massachusetts
$81.8M +$4.57M +8,987 +6%
II
259
Ironclad Investments
Florida
$81.6M – – –
WFA
260
WestHill Financial Advisors
California
$81M -$193K -380 -0.2%
JWCA
261
J.W. Cole Advisors
Florida
$80.8M +$4.78M +9,406 +7%
AL
262
Aspiriant LLC
California
$80.8M +$624K +1,228 +0.8%
SWM
263
SilverOak Wealth Management
Minnesota
$80.7M -$1.52M -2,994 -2%
GBT
264
Grove Bank & Trust
Florida
$80.4M +$4.42M +8,694 +6%
SCM
265
Stordahl Capital Management
Colorado
$80.1M -$811K -1,595 -1%
HWM
266
HB Wealth Management
Georgia
$79.9M +$2.12M +4,178 +3%
RWB
267
RMR Wealth Builders
New Jersey
$79.8M +$3.6M +7,088 +5%
WPC
268
Wedmont Private Capital
Pennsylvania
$79.7M +$10.6M +20,811 +16%
CA
269
Cambridge Advisors
Nebraska
$79.4M -$1.49M -2,924 -2%
SC
270
Stephens Consulting
Michigan
$78.5M +$1.21M +2,374 +2%
MDSL
271
M.D. Sass LLC
New York
$77.7M – – –
WB
272
Webster Bank
Connecticut
$76.3M -$827K -1,627 -1%
WT
273
Washington Trust
Rhode Island
$76.2M +$2.89M +5,679 +4%
BTWM
274
Brass Tax Wealth Management
Ohio
$75.5M +$44.2M +87,014 +155%
EW
275
Evoke Wealth
California
$74.7M +$71.7M +141,147 New
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