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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
451
Pathstone Family Office
New Jersey
$12.3M -$1.04M -2,722 -8%
BC
452
Burney Company
Virginia
$12.3M – – –
NRI
453
NFP Retirement Inc
California
$12.3M +$236K +614 +2%
GC
454
Guggenheim Capital
Illinois
$12.2M +$1.08M +2,806 +10%
KW
455
KWB Wealth
California
$12.2M – – –
KPWS
456
Kestra Private Wealth Services
Texas
$12.2M +$1.75M +4,562 +17%
SFPM
457
Sensible Financial Planning & Management
Massachusetts
$12.2M -$384K -1,001 -3%
FA
458
Fiducient Advisors
Illinois
$12.2M -$155K -405 -1%
AWE
459
Avidian Wealth Enterprises
Texas
$12.1M -$23.4K -61 -0.2%
MWM
460
Madison Wealth Management
Ohio
$12M +$242K +630 +2%
COCM
461
Charter Oak Capital Management
New Hampshire
$12M +$1.85M +4,810 +19%
CAM
462
Cresset Asset Management
Illinois
$12M -$2.62M -6,813 -18%
SC
463
Scotia Capital
Ontario, Canada
$12M +$212K +553 +2%
ATC
464
Argent Trust Co
Tennessee
$11.9M -$6.79M -17,690 -37%
CA
465
CSM Advisors
Pennsylvania
$11.9M +$11.6M +30,265 New
BL
466
Balentine LLC
Georgia
$11.9M +$97.9K +255 +0.9%
LFA
467
Landmark Financial Advisors
Kentucky
$11.8M +$33.8K +88 +0.3%
TWM
468
Tradition Wealth Management
Minnesota
$11.8M +$1.26M +3,271 +12%
JWM
469
Jackson Wealth Management
Florida
$11.8M -$9.44M -24,589 -45%
PIMJS
470
PKO Investment Management Joint-Stock
Poland
$11.8M +$4.15M +10,804 +57%
PAG
471
Private Advisory Group
Washington
$11.8M +$1.72M +4,483 +18%
MCM
472
Manchester Capital Management
Vermont
$11.7M +$32.2K +84 +0.3%
MA
473
Mutual Advisors
Nebraska
$11.7M +$146K +380 +1%
AAMC
474
Asset Allocation & Management Company
Illinois
$11.7M -$4.25M -11,074 -27%
CAG
475
Crestwood Advisors Group
Massachusetts
$11.7M -$154K -400 -1%
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