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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
401
AlTi Global
New York
$48.3M -$4.8M -8,873 -9%
SW
402
Simplicity Wealth
New Jersey
$48.1M +$7.11M +13,160 +16%
HWA
403
Hillcrest Wealth Advisors
New Jersey
$47.9M +$1.22M +2,265 +2%
IRAG
404
Investment Research & Advisory Group
Georgia
$47.9M +$1.26M +2,336 +3%
CCM
405
Ciovacco Capital Management
Georgia
$47.9M -$515K -953 -1%
HIF
406
Hill Island Financial
Michigan
$47.8M +$4.18M +7,732 +9%
CPW
407
Crestmont Private Wealth
Texas
$47.5M +$2.3M +4,261 +5%
FCH
408
Freestone Capital Holdings
Washington
$47.5M -$1.02M -1,893 -2%
CFIA
409
Cantor Fitzgerald Investment Advisors
New York
$47.3M -$447K -826 -0.9%
KA
410
Kearns & Associates
California
$47M -$578K -1,070 -1%
SFA
411
Souders Financial Advisors
Ohio
$46.9M -$3.23M -5,966 -6%
MTWSIF
412
Mivtachim The Workers Social Insurance Fund
Israel
$46.6M +$21.9M +40,450 +81%
LFA
413
Level Financial Advisors
New York
$46.5M -$12.4K -23 -0%
OWM
414
Olympus Wealth Management
Utah
$46M +$5.46M +10,095 +13%
TCOT
415
Trust Company of Tennessee
Tennessee
$45.9M +$1.61M +2,983 +3%
SL
416
Salomon & Ludwin
Virginia
$45.8M -$356K -658 -0.7%
DW30
417
Drucker Wealth 3.0
New Jersey
$45.5M +$13M +24,033 +37%
OIS
418
Okabena Investment Services
Minnesota
$45.3M +$21.3M +39,343 +81%
AAMA
419
Advanced Asset Management Advisors
Ohio
$45.2M -$8.65K -16 -0%
WL
420
WIT LLC
District of Columbia
$45.1M – – –
3IP
421
3Chopt Investment Partners
Virginia
$44.9M -$950K -1,757 -2%
FWIA
422
Fort Washington Investment Advisors
Ohio
$44.7M +$2.33M +4,318 +5%
GPW
423
Gentry Private Wealth
Kansas
$44.4M +$44.9M +83,075 +2,454%
AAM
424
Ameraudi Asset Management
New York
$44.4M +$1.68M +3,112 +4%
RG
425
Rathbones Group
United Kingdom
$44.3M -$10.4M -19,152 -18%
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