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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
276
Atria Investments
North Carolina
$85.8M -$6.02M -11,138 -6%
BHB
277
Bank Hapoalim BM
Israel
$85.8M +$67.6M +124,966 +298%
SC
278
Sepio Capital
Utah
$85.7M -$767K -1,419 -0.8%
RWB
279
RMR Wealth Builders
New Jersey
$85.5M +$2.85M +5,271 +3%
AF
280
Affiance Financial
Minnesota
$84.9M +$4.35M +8,039 +5%
NPT
281
National Philanthropic Trust
Pennsylvania
$84.8M +$20.8M +38,567 +31%
TWM
282
Trevian Wealth Management
Massachusetts
$84.8M +$10.9M +20,077 +14%
AO
283
Advisor OS
Illinois
$84.5M -$7.97M -14,738 -8%
II
284
Ironclad Investments
Florida
$84.4M +$5.24M +9,700 +6%
GBT
285
Grove Bank & Trust
Florida
$83.9M -$1.83M -3,385 -2%
SIA
286
Strategic Investment Advisors
Michigan
$82.6M +$6.32M +11,694 +8%
CSIA
287
Conrad Siegel Investment Advisors
Pennsylvania
$82.4M -$172K -318 -0.2%
WT
288
Washington Trust
Rhode Island
$81.3M +$5.1M +9,433 +6%
SWM
289
SilverOak Wealth Management
Minnesota
$80.8M +$1.44M +2,665 +2%
AL
290
Aspiriant LLC
California
$79.8M +$2.04M +3,778 +2%
CL
291
Choreo LLC
Illinois
$79.8M +$4.64M +8,583 +6%
PLU
292
Performa Ltd (US)
South Carolina
$79.4M +$10.4M +19,235 +14%
WPC
293
Wedmont Private Capital
Pennsylvania
$79.4M -$2.65M -4,893 -3%
MNA
294
Manning & Napier Advisors
New York
$79.2M +$11.5M +21,254 +16%
BCI
295
Brinker Capital Investments
Pennsylvania
$79.1M +$1.91M +3,531 +2%
OPS
296
Orion Portfolio Solutions
Nebraska
$79.1M +$1.91M +3,531 +2%
TCWA
297
Turtle Creek Wealth Advisors
Texas
$79M +$13.6M +25,185 +20%
SCM
298
Stordahl Capital Management
Colorado
$78.9M +$2.86M +5,290 +4%
SC
299
Stephens Consulting
Michigan
$78.3M +$1.43M +2,637 +2%
WFA
300
WestHill Financial Advisors
California
$77.9M -$2.29M -4,244 -3%
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