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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Sompo Asset Management
Japan
$18.9M +$858K +2,430 +5%
OPS
427
Orion Portfolio Solutions
Nebraska
$18.8M +$38.5K +109 +0.2%
AWM
428
Avior Wealth Management
Nebraska
$18.8M +$1.11M +3,132 +6%
GRP
429
Global Retirement Partners
California
$18.6M +$2.5M +7,086 +15%
ACI
430
Alpha Cubed Investments
California
$18.6M +$6.81M +19,286 +57%
SFG
431
Sage Financial Group
Pennsylvania
$18.6M -$92.6K -262 -0.5%
GG
432
GenWealth Group
New Jersey
$18.5M -$342K -968 -2%
SC
433
Savant Capital
Illinois
$18.4M +$389K +1,101 +2%
TSW
434
Thompson Siegel & Walmsley
Virginia
$18.3M -$49.1K -139 -0.3%
OC
435
Oppenheimer & Co
New York
$18.3M +$1.54M +4,372 +9%
WPA
436
West Paces Advisors
Georgia
$18.3M +$691K +1,957 +4%
OHWP
437
Oak Harbor Wealth Partners
North Carolina
$18.3M +$118K +333 +0.6%
CIM
438
Corda Investment Management
Texas
$18.3M +$11.1M +31,473 +153%
RG
439
Rathbones Group
United Kingdom
$18.2M +$3.15M +8,924 +21%
AWMNH
440
Arcadia Wealth Management (New Hampshire)
New Hampshire
$18.2M +$18.3M +51,746 New
RFM
441
Royal Fund Management
Florida
$18M +$2.42M +6,838 +15%
CW
442
CIC Wealth
Maryland
$17.9M +$18M +51,078 New
CFB
443
Cullen/Frost Bankers
Texas
$17.9M +$765K +2,166 +4%
SFG
444
StrategIQ Financial Group
Indiana
$17.8M -$609K -1,723 -3%
BWM
445
BCS Wealth Management
Tennessee
$17.7M +$921K +2,606 +5%
CSIA
446
Conrad Siegel Investment Advisors
Pennsylvania
$17.7M +$1.06M +2,999 +6%
SWA
447
SOA Wealth Advisors
New York
$17.7M +$471K +1,332 +3%
SAA
448
Southeast Asset Advisors
Georgia
$17.6M +$55.5K +157 +0.3%
ACA
449
Aspire Capital Advisors
Washington
$17.4M +$486K +1,376 +3%
BFA
450
Beaumont Financial Advisors
Massachusetts
$17.3M -$14.8M -41,875 -46%
16 17
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