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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
351
Sigma Planning Corp
Michigan
$46.8M +$940K +1,953 +2%
FCI
352
Financial Counselors Inc
Kansas
$46.8M +$1.41M +2,924 +3%
AA
353
AJ Advisors
Tennessee
$46.5M +$1.83M +3,800 +4%
KA
354
Kearns & Associates
California
$46.5M -$189K -392 -0.4%
CW
355
CIC Wealth
Maryland
$46.2M +$2.15M +4,477 +5%
IRAG
356
Investment Research & Advisory Group
Georgia
$46.1M -$526K -1,093 -1%
SSWM
357
Sheets Smith Wealth Management
North Carolina
$45.7M +$209K +434 +0.5%
MA
358
Mutual Advisors
Nebraska
$45.4M +$5.05M +10,504 +13%
HWA
359
Hillcrest Wealth Advisors
New Jersey
$45.1M -$120K -250 -0.3%
HIF
360
Hill Island Financial
Michigan
$45.1M -$503K -1,046 -1%
SMA
361
Sage Mountain Advisors
Georgia
$44.8M -$448K -932 -1%
SC
362
Steph & Co
Wisconsin
$44.8M -$583K -1,211 -1%
3IP
363
3Chopt Investment Partners
Virginia
$44.6M +$252K +524 +0.6%
LMGAM
364
Liberty Mutual Group Asset Management
Massachusetts
$44.3M +$42.6M +88,517 New
GPW
365
Gentry Private Wealth
Kansas
$44.1M +$42.5M +88,219 New
AAMA
366
Advanced Asset Management Advisors
Ohio
$44.1M -$37.5K -78 -0.1%
CG
367
CFO4Life Group
Texas
$43.9M +$223K +463 +0.5%
SC
368
Scotia Capital
Ontario, Canada
$43.9M -$3.59M -7,468 -8%
AG
369
AlTi Global
New York
$43.7M +$851K +1,769 +2%
BF
370
BOK Financial
Oklahoma
$43.5M +$1.33M +2,766 +3%
DK
371
David Kennon
Florida
$43.4M -$618K -1,284 -1%
BCI
372
Brinker Capital Investments
Pennsylvania
$42.9M +$1.27M +2,629 +3%
OPS
373
Orion Portfolio Solutions
Nebraska
$42.9M +$1.27M +2,629 +3%
CTC
374
Central Trust Company
Missouri
$42.9M -$1.28M -2,655 -3%
HTI
375
Hikari Tsushin Inc
Japan
$42.9M +$1.67M +3,461 +4%
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