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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Apollon Wealth Management
South Carolina
$147M +$22.6M +33,939 +19%
HWM
277
HB Wealth Management
Georgia
$146M +$10.9M +16,286 +8%
TFHU
278
TLT Family Holdco ULC
$146M -$48.6M -72,900 -26%
PCP
279
Proficio Capital Partners
Massachusetts
$146M +$23M +34,472 +19%
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
$146M -$7.4M -11,102 -5%
GWSA
281
Global Wealth Strategies & Associates
Colorado
$145M +$4.02M +6,034 +3%
NW
282
NewEdge Wealth
Pennsylvania
$144M +$7.08M +10,617 +5%
WIA
283
World Investment Advisors
California
$143M -$2.44M -3,665 -2%
WPC
284
Wedmont Private Capital
Pennsylvania
$143M +$7.69M +11,536 +6%
SAM
285
Silphium Asset Management
United Kingdom
$142M – – –
GIL
286
Go Invest LLC
Utah
$140M +$13.2M +19,818 +11%
WMRU
287
William Marsh Rice University
Texas
$140M -$14.6M -21,949 -10%
BS
288
Banco Santander
Spain
$139M -$4.45M -6,672 -3%
TWP
289
Triad Wealth Partners
Kansas
$139M +$73.2M +109,742 +122%
SG
290
StoneX Group
New York
$139M +$1.57M +2,357 +1%
MYIA
291
Mount Yale Investment Advisors
Colorado
$137M +$40.5M +60,793 +44%
PLU
292
Performa Ltd (US)
South Carolina
$137M +$1.57M +2,359 +1%
QIM
293
Quest Investment Management
Oregon
$137M +$14.4M +21,660 +12%
AF
294
Arrow Financial
New York
$137M -$1.79M -2,681 -1%
SC
295
Sepio Capital
Utah
$136M +$5.06M +7,584 +4%
LMGAM
296
Liberty Mutual Group Asset Management
Massachusetts
$136M -$10.2M -15,271 -7%
AFS
297
Amtrust Financial Services
New York
$135M – – –
CB
298
Commerce Bank
Missouri
$134M +$6.6M +9,898 +5%
CG
299
Caprock Group
Idaho
$134M +$1.8M +2,697 +1%
CST
300
Charles Schwab Trust
Nevada
$134M -$11M -16,541 -8%
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