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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
276
Bell Bank
North Dakota
$85.2M +$40.1M +73,949 +88%
AF
277
Affiance Financial
Minnesota
$84.7M +$555K +1,025 +0.7%
WFA
278
WestHill Financial Advisors
California
$84M +$1.29M +2,377 +2%
HWM
279
HB Wealth Management
Georgia
$83.6M +$2.04M +3,771 +2%
II
280
Ironclad Investments
Florida
$83.3M – – –
SWM
281
SilverOak Wealth Management
Minnesota
$83.2M +$794K +1,466 +1%
AL
282
Aspiriant LLC
California
$81.7M -$871K -1,608 -1%
BCI
283
Brinker Capital Investments
Pennsylvania
$81M +$22.2M +41,052 +38%
OPS
284
Orion Portfolio Solutions
Nebraska
$81M +$22.2M +41,052 +38%
SC
285
Stephens Consulting
Michigan
$80.7M +$508K +938 +0.6%
BS
286
Brighton Securities
New York
$80.4M +$80.8M +149,238 New
SIA
287
Strategic Investment Advisors
Michigan
$80.3M +$5.13M +9,463 +7%
WT
288
Washington Trust
Rhode Island
$80.2M +$2.39M +4,418 +3%
SCM
289
Stordahl Capital Management
Colorado
$79.9M -$2.69M -4,965 -3%
EWA
290
EP Wealth Advisors
California
$79.2M +$27.8M +51,301 +54%
CL
291
Choreo LLC
Illinois
$79.2M +$28.2M +52,152 +55%
WB
292
Webster Bank
Connecticut
$78.8M +$919K +1,696 +1%
CWM
293
Circle Wealth Management
New Jersey
$78.7M +$19.3M +35,594 +32%
TWM
294
Trevian Wealth Management
Massachusetts
$78.1M +$8.67M +16,016 +12%
EW
295
Evoke Wealth
California
$77.9M +$1.82M +3,352 +2%
OWP
296
Obermeyer Wealth Partners
Colorado
$77.8M +$5.21M +9,627 +7%
CA
297
Cambridge Advisors
Nebraska
$77.6M -$3.5M -6,465 -4%
ELI
298
Empire Life Investments
Ontario, Canada
$77.5M +$2.04M +3,769 +3%
CFGSD
299
Compass Financial Group (South Dakota)
South Dakota
$77M +$2.84M +5,237 +4%
TCB
300
Texas Capital Bancshares
Texas
$76.6M +$2.14M +3,960 +3%
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