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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
376
Institutional & Family Asset Management
Colorado
$42.7M +$2.41M +5,013 +6%
CPW
377
Crestmont Private Wealth
Texas
$42.4M -$2.97M -6,175 -7%
CW
378
Cook Wealth
North Carolina
$42.2M +$5.52M +11,474 +16%
LSA
379
Lansing Street Advisors
Pennsylvania
$42M +$3.18M +6,611 +9%
CGPCS
380
Capital Group Private Client Services
California
$42M +$796K +1,655 +2%
BWM
381
Boyd Wealth Management
California
$41.8M +$758K +1,575 +2%
SAM
382
Sompo Asset Management
Japan
$41.7M -$1.75M -3,630 -4%
PFA
383
Pure Financial Advisors
California
$41.7M +$4.61M +9,581 +13%
CB
384
Commerce Bank
Missouri
$41.6M +$1.43M +2,963 +4%
FWIA
385
Fort Washington Investment Advisors
Ohio
$41.4M +$183K +381 +0.5%
SC
386
Sierra Capital
Florida
$41.2M -$2.21M -4,599 -5%
RPGK
387
Retirement Planning Group (Kansas)
Kansas
$41.2M +$30M +62,392 +311%
FT
388
Fiduciary Trust
Massachusetts
$41.2M +$781K +1,623 +2%
CCM
389
Ciovacco Capital Management
Georgia
$40.9M +$623K +1,294 +2%
AIP
390
Ameritas Investment Partners
Nebraska
$40.6M -$3.38M -7,025 -8%
CWM
391
Circle Wealth Management
New Jersey
$40.3M +$35.5M +73,867 +1,115%
TAMH
392
Taikang Asset Management (HK)
Hong Kong
$40M +$38.5M +80,047 New
CGA
393
Crescent Grove Advisors
Illinois
$39.9M +$37M +76,820 +2,841%
AA
394
Axiom Advisory
California
$39.5M +$38.9M +80,811 +6,260%
TF
395
Trek Financial
Arizona
$39.5M -$3.55M -7,369 -9%
MCM
396
MAI Capital Management
Ohio
$39.4M +$1.62M +3,376 +4%
JWM
397
Jackson Wealth Management
Florida
$39.4M -$18.4M -38,150 -33%
GC
398
Garde Capital
Washington
$39.1M -$297K -618 -0.8%
RCS
399
Retirement Capital Strategies
California
$38.9M +$24M +49,889 +178%
FG
400
Fiduciary Group
Georgia
$38.8M +$727K +1,510 +2%
14 15
16
17 18