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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
426
Wilmington Savings Fund Society
Delaware
$44.2M -$15.9M -29,459 -26%
FT
427
Fiduciary Trust
Massachusetts
$44.1M +$331K +613 +0.7%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$44M +$7.08M +13,096 +18%
DK
429
David Kennon
Florida
$43.7M -$913K -1,689 -2%
CTC
430
Central Trust Company
Missouri
$43.7M +$5.33M +9,851 +13%
KV
431
Kickstand Ventures
New York
$42.9M -$2.53M -4,673 -5%
GIA
432
Gladstone Institutional Advisory
Florida
$42.8M -$897K -1,660 -2%
SAM
433
Sompo Asset Management
Japan
$42.8M +$588K +1,088 +1%
HTI
434
Hikari Tsushin Inc
Japan
$42.4M -$3.21M -5,947 -7%
SMA
435
Sage Mountain Advisors
Georgia
$42.4M -$1.92M -3,551 -4%
CGA
436
Crescent Grove Advisors
Illinois
$42.2M +$108K +200 +0.2%
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.1M +$1.36M +2,513 +3%
NLWP
438
Next Level Wealth Planning
Idaho
$41.8M +$2.51M +4,637 +6%
TAMH
439
Taikang Asset Management (HK)
Hong Kong
$41.7M +$507K +938 +1%
JF
440
Jump Financial
Illinois
$41.6M -$12.9M -23,934 -23%
MNBTD
441
Moody National Bank Trust Division
Texas
$41.5M +$9.31M +17,231 +27%
LA
442
LM Advisors
California
$40.9M +$1.23M +2,283 +3%
HAS
443
HBW Advisory Services
California
$40.8M -$1.17M -2,169 -3%
RA
444
Resolute Advisors
California
$40.8M +$1.04M +1,919 +2%
MA
445
Mutual Advisors
Nebraska
$40.5M -$4.8M -8,879 -10%
RWM
446
Rolek Wealth Management
Pennsylvania
$40.5M +$5.27M +9,750 +14%
FG
447
Fiduciary Group
Georgia
$40.3M +$1.38M +2,562 +3%
BP
448
BCK Partners
New York
$40.3M +$507K +937 +1%
FSCM
449
Front Street Capital Management
Montana
$40M +$3.52M +6,516 +9%
A
450
AFBI
Florida
$39.9M +$41.9M +77,600 New
16 17
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