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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
326
Advisor OS
Illinois
$116M +$3.98M +5,977 +4%
BCM
327
Brookstone Capital Management
Illinois
$116M +$18M +26,991 +19%
OFS
328
OneAscent Financial Services
Alabama
$115M -$7.95M -11,921 -7%
AWM
329
Angeles Wealth Management
California
$115M +$2.09M +3,133 +2%
PCIG
330
Partners Capital Investment Group
Massachusetts
$114M +$2.28M +3,420 +2%
MNA
331
Manning & Napier Advisors
New York
$114M +$2.76M +4,136 +3%
JSSH
332
J. Safra Sarasin Holding
$114M +$1.07M +1,600 +0.8%
HNB
333
Huntington National Bank
Ohio
$113M +$131K +197 +0.9%
II
334
Ironclad Investments
Florida
$113M – – –
KCG
335
Kinsale Capital Group
Virginia
$112M +$20.7M +30,992 +23%
ODIJL
336
One Day In July LLC
Vermont
$112M -$1.46M -2,189 -1%
SQA
337
Simon Quick Advisors
New Jersey
$112M +$7.76M +11,636 +8%
KI
338
Keewaydin Investments
New York
$112M -$442K -663 -0.4%
MG
339
Marex Group
$111M +$23.9M +35,915 +29%
OWP
340
Obermeyer Wealth Partners
Colorado
$110M +$1.18M +1,771 +1%
SWM
341
SilverOak Wealth Management
Minnesota
$109M +$609K +913 +0.6%
TWM
342
Trevian Wealth Management
Massachusetts
$108M +$4M +5,995 +4%
KWM
343
Kingsview Wealth Management
Oregon
$107M -$4.97M -7,451 -5%
ACA
344
Aptus Capital Advisors
Alabama
$107M +$5.27M +7,910 +5%
ELI
345
Empire Life Investments
Ontario, Canada
$107M -$1.91M -2,861 -2%
CWA
346
CJM Wealth Advisers
Virginia
$107M -$951K -1,427 -0.9%
SPWG
347
Syntegra Private Wealth Group
Missouri
$107M +$6.97M +10,454 +7%
BHWM
348
Beaird Harris Wealth Management
Texas
$107M +$1.29M +1,941 +1%
CA
349
Cambridge Advisors
Nebraska
$106M +$4.51M +6,771 +5%
WFA
350
WestHill Financial Advisors
California
$106M -$181K -271 -0.2%
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