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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
YC
276
Yarbrough Capital
Tennessee
$149M – – –
AWM
277
Apollon Wealth Management
South Carolina
$147M +$22.6M +33,939 +19%
HWM
278
HB Wealth Management
Georgia
$146M +$10.9M +16,286 +8%
TFHU
279
TLT Family Holdco ULC
$146M -$48.6M -72,900 -26%
PCP
280
Proficio Capital Partners
Massachusetts
$146M +$23M +34,472 +19%
FMWA
281
Forvis Mazars Wealth Advisors
Missouri
$146M -$7.4M -11,102 -5%
GWSA
282
Global Wealth Strategies & Associates
Colorado
$145M +$4.02M +6,034 +3%
NW
283
NewEdge Wealth
Pennsylvania
$144M +$7.08M +10,617 +5%
WIA
284
World Investment Advisors
California
$143M -$2.44M -3,665 -2%
WPC
285
Wedmont Private Capital
Pennsylvania
$143M +$7.69M +11,536 +6%
SAM
286
Silphium Asset Management
United Kingdom
$142M – – –
GIL
287
Go Invest LLC
Utah
$140M +$13.2M +19,818 +11%
WMRU
288
William Marsh Rice University
Texas
$140M -$14.6M -21,949 -10%
BS
289
Banco Santander
Spain
$139M -$4.45M -6,672 -3%
TWP
290
Triad Wealth Partners
Kansas
$139M +$73.2M +109,742 +122%
SG
291
StoneX Group
New York
$139M +$1.57M +2,357 +1%
MYIA
292
Mount Yale Investment Advisors
Colorado
$137M +$40.5M +60,793 +44%
PLU
293
Performa Ltd (US)
South Carolina
$137M +$1.57M +2,359 +1%
QIM
294
Quest Investment Management
Oregon
$137M +$14.4M +21,660 +12%
AF
295
Arrow Financial
New York
$137M -$1.79M -2,681 -1%
SC
296
Sepio Capital
Utah
$136M +$5.06M +7,584 +4%
LMGAM
297
Liberty Mutual Group Asset Management
Massachusetts
$136M -$10.2M -15,271 -7%
AFS
298
Amtrust Financial Services
New York
$135M – – –
CB
299
Commerce Bank
Missouri
$134M +$6.6M +9,898 +5%
CG
300
Caprock Group
Idaho
$134M +$1.8M +2,697 +1%
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