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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
301
Bank Hapoalim BM
Israel
$85.6M -$685K -1,304 -0.8%
MA
302
MJP Associates
Connecticut
$84.5M -$692K -1,317 -0.9%
AFI
303
American Family Investments
Wisconsin
$84.5M +$14.9M +28,352 +24%
CA
304
Cambridge Advisors
Nebraska
$84.2M +$2.11M +4,021 +3%
BCI
305
Brinker Capital Investments
Pennsylvania
$84.1M -$3.11M -5,914 -4%
GFG
306
Goldstone Financial Group
Illinois
$83.7M +$2.91M +5,544 +4%
TCB
307
Texas Capital Bancshares
Texas
$83.6M +$1.39M +2,648 +2%
WB
308
Webster Bank
Connecticut
$83.2M +$545K +1,037 +0.7%
JWCA
309
J.W. Cole Advisors
Florida
$82.6M +$22.2M +42,263 +41%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$82.5M +$18.9M +36,023 +33%
MPW
311
MA Private Wealth
California
$82.4M -$16.4M -31,174 -18%
CG
312
CFO4Life Group
Texas
$82.3M +$1.71M +3,256 +2%
HNB
313
Huntington National Bank
Ohio
$80.5M – – –
TWM
314
Trevian Wealth Management
Massachusetts
$80.2M -$12.5M -23,728 -14%
WFA
315
West Financial Advisors
Iowa
$79.9M +$4.64M +8,836 +7%
BAM
316
BOCHK Asset Management
Hong Kong
$79.5M +$73.6M +140,000 New
SAM
317
Standpoint Asset Management
Arizona
$79.4M -$18.5M -35,200 -20%
BTWM
318
Brass Tax Wealth Management
Ohio
$79.3M +$3.05M +5,795 +4%
AWM
319
Angeles Wealth Management
California
$78.7M -$2.4M -4,569 -3%
CWM
320
Circle Wealth Management
New Jersey
$78.6M -$4.52M -8,597 -6%
SQA
321
Simon Quick Advisors
New Jersey
$78.5M +$4.55M +8,656 +7%
SF
322
Summit Financial
New Jersey
$78.5M +$21.6M +41,081 +43%
MNA
323
Manning & Napier Advisors
New York
$78.4M -$8.52M -16,217 -11%
FMI
324
Factory Mutual Insurance
Massachusetts
$77.4M +$46.2M +88,000 +183%
TCWA
325
Turtle Creek Wealth Advisors
Texas
$77.3M -$9.23M -17,570 -11%
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