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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
351
Financial Counselors Inc
Kansas
$46.8M +$1.41M +2,924 +3%
AA
352
AJ Advisors
Tennessee
$46.5M +$1.83M +3,800 +4%
KA
353
Kearns & Associates
California
$46.5M -$189K -392 -0.4%
CW
354
CIC Wealth
Maryland
$46.2M +$2.15M +4,477 +5%
IRAG
355
Investment Research & Advisory Group
Georgia
$46.1M -$526K -1,093 -1%
SSWM
356
Sheets Smith Wealth Management
North Carolina
$45.7M +$209K +434 +0.5%
MA
357
Mutual Advisors
Nebraska
$45.4M +$5.05M +10,504 +13%
HWA
358
Hillcrest Wealth Advisors
New Jersey
$45.1M -$120K -250 -0.3%
HIF
359
Hill Island Financial
Michigan
$45.1M -$503K -1,046 -1%
SMA
360
Sage Mountain Advisors
Georgia
$44.8M -$448K -932 -1%
SC
361
Steph & Co
Wisconsin
$44.8M -$583K -1,211 -1%
3IP
362
3Chopt Investment Partners
Virginia
$44.6M +$252K +524 +0.6%
LMGAM
363
Liberty Mutual Group Asset Management
Massachusetts
$44.3M +$42.6M +88,517 New
GPW
364
Gentry Private Wealth
Kansas
$44.1M +$42.5M +88,219 New
AAMA
365
Advanced Asset Management Advisors
Ohio
$44.1M -$37.5K -78 -0.1%
CG
366
CFO4Life Group
Texas
$43.9M +$223K +463 +0.5%
SC
367
Scotia Capital
Ontario, Canada
$43.9M -$3.59M -7,468 -8%
AG
368
AlTi Global
New York
$43.7M +$851K +1,769 +2%
BF
369
BOK Financial
Oklahoma
$43.5M +$1.33M +2,766 +3%
DK
370
David Kennon
Florida
$43.4M -$618K -1,284 -1%
BCI
371
Brinker Capital Investments
Pennsylvania
$42.9M +$1.27M +2,629 +3%
OPS
372
Orion Portfolio Solutions
Nebraska
$42.9M +$1.27M +2,629 +3%
CTC
373
Central Trust Company
Missouri
$42.9M -$1.28M -2,655 -3%
HTI
374
Hikari Tsushin Inc
Japan
$42.9M +$1.67M +3,461 +4%
TCOT
375
Trust Company of Tennessee
Tennessee
$42.8M +$41.1M +85,482 New
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