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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
351
CIC Wealth
Maryland
$51M +$2.22M +4,358 +5%
SWA
352
Safir Wealth Advisors
New Hampshire
$50.8M +$307K +603 +0.6%
AA
353
AJ Advisors
Tennessee
$50.8M +$1.64M +3,228 +3%
CIA
354
Choate Investment Advisors
Massachusetts
$50.6M +$34M +66,952 +231%
CFIA
355
Cantor Fitzgerald Investment Advisors
New York
$50.6M +$137K +269 +0.3%
SAI
356
Savvy Advisors Inc
New York
$50.6M +$29.5M +58,126 +154%
EWA
357
EP Wealth Advisors
California
$50.5M +$21.2M +41,779 +77%
FCH
358
Freestone Capital Holdings
Washington
$50.2M +$641K +1,262 +1%
SFA
359
Souders Financial Advisors
Ohio
$50.2M +$11.8M +23,241 +32%
LSA
360
Lansing Street Advisors
Pennsylvania
$50.1M +$5.56M +10,941 +13%
AA
361
Axiom Advisory
California
$50.1M +$8.4M +16,516 +20%
HSA
362
HBK Sorce Advisory
Pennsylvania
$50.1M -$86.9K -171 -0.2%
PFA
363
Pure Financial Advisors
California
$49.9M +$5.66M +11,138 +13%
FSA
364
Financial Sense Advisors
California
$49.8M -$1.2M -2,369 -2%
FCI
365
Financial Counselors Inc
Kansas
$49.8M +$441K +868 +0.9%
LFA
366
Level Financial Advisors
New York
$49.7M -$414K -814 -0.9%
CL
367
Choreo LLC
Illinois
$49.4M -$1.28M -2,512 -3%
JWM
368
Jackson Wealth Management
Florida
$49.4M +$7.57M +14,897 +19%
MA
369
Mutual Advisors
Nebraska
$49.2M +$858K +1,687 +2%
SL
370
Salomon & Ludwin
Virginia
$49.1M -$3.07M -6,037 -6%
KA
371
Kearns & Associates
California
$48.9M -$102K -200 -0.2%
RW
372
Rockport Wealth
Ohio
$48.9M +$47.1M +92,609 New
HWA
373
Hillcrest Wealth Advisors
New Jersey
$48.3M +$691K +1,360 +2%
SC
374
Scotia Capital
Ontario, Canada
$48.2M +$1.88M +3,704 +4%
CCM
375
Ciovacco Capital Management
Georgia
$48.2M +$4.91M +9,667 +12%
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