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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
301
Compass Financial Group (South Dakota)
South Dakota
$108M +$2.85M +4,555 +3%
AWM
302
Apollon Wealth Management
South Carolina
$108M -$4.1M -6,554 -4%
AGA
303
Arkos Global Advisors
Texas
$107M +$876K +1,400 +0.8%
CFO
304
Callan Family Office
Pennsylvania
$107M -$1.85M -2,954 -2%
OFS
305
OneAscent Financial Services
Alabama
$107M +$96.7M +154,667 +623%
PFA
306
Pure Financial Advisors
California
$107M +$10.5M +16,792 +10%
EW
307
Evoke Wealth
California
$107M +$4.34M +6,936 +4%
QIM
308
Quest Investment Management
Oregon
$106M +$2.34M +3,736 +2%
PCP
309
Proficio Capital Partners
Massachusetts
$106M +$28.6M +45,780 +35%
PG
310
Proffitt & Goodson
Tennessee
$106M +$5.95M +9,521 +6%
WT
311
Washington Trust
Rhode Island
$105M +$4.39M +7,027 +4%
BPAMU
312
BTG Pactual Asset Management US
New York
$104M +$109M +174,352 New
MCM
313
MAI Capital Management
Ohio
$104M +$19M +30,366 +21%
TCWA
314
Turtle Creek Wealth Advisors
Texas
$101M +$17.6M +28,127 +20%
CSIA
315
Conrad Siegel Investment Advisors
Pennsylvania
$101M +$3.52M +5,635 +3%
ODIJL
316
One Day In July LLC
Vermont
$98.9M -$88.2K -141 -0.1%
AWM
317
Angeles Wealth Management
California
$98.2M +$992K +1,586 +1%
II
318
Ironclad Investments
Florida
$98.2M – – –
KWM
319
Kingsview Wealth Management
Oregon
$98M +$16.8M +26,903 +20%
HNB
320
Huntington National Bank
Ohio
$97.9M +$13.9M +22,213 New
KI
321
Keewaydin Investments
New York
$97.5M -$25.4M -40,665 -20%
PCIG
322
Partners Capital Investment Group
Massachusetts
$97.5M -$12.4M -19,865 -11%
AO
323
Advisor OS
Illinois
$97.1M -$7.02M -11,225 -6%
EA
324
Efficient Advisors
Ohio
$97M -$10.6M -16,952 -9%
MNA
325
Manning & Napier Advisors
New York
$97M +$8.97M +14,335 +10%
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