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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWB
476
Innovative Wealth Building
Maryland
$61.4M +$1.78M +2,677 +3%
ATS
477
Ashton Thomas Securities
New York
$60.8M +$2.02M +3,035 +4%
FPCP
478
Fort Point Capital Partners
California
$60.7M +$6.6M +9,894 +13%
CGA
479
Crescent Grove Advisors
Illinois
$60.4M +$2.91M +4,360 +5%
HCM
480
Howland Capital Management
Massachusetts
$60.3M +$9.5M +14,252 +19%
FFA
481
Frazier Financial Advisors
Ohio
$60.2M +$4.65M +6,980 +9%
EWS
482
Eagle Wealth Strategies
New Jersey
$60M +$555K +832 +1%
FCP
483
Fidelis Capital Partners
Florida
$59.8M +$10.6M +15,867 +22%
CA
484
Claro Advisors
Massachusetts
$59.8M +$7.6M +11,398 +15%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$59.7M -$10.2M -15,329 -15%
QCM
486
QRG Capital Management
Illinois
$59.7M +$4.74M +7,103 +9%
RWP
487
RWA Wealth Partners
Massachusetts
$58.3M +$4.36M +6,537 +8%
DW30
488
Drucker Wealth 3.0
New Jersey
$58M -$409K -613 -0.7%
AG
489
AlTi Global
New York
$57.8M +$338K +507 +0.6%
HAS
490
HBW Advisory Services
California
$57.5M -$546K -819 -1%
BWM
491
BCS Wealth Management
Tennessee
$57.5M +$1.77M +2,649 +3%
BWM
492
Boyd Wealth Management
California
$57.3M -$257K -385 -0.5%
TAMH
493
Taikang Asset Management (HK)
Hong Kong
$57.3M – – –
ECM
494
EMC Capital Management
Texas
$57.2M +$55.5M +83,223 New
NB
495
Nicolet Bankshares
Wisconsin
$57.1M -$4.7M -7,052 -8%
RWA
496
Rooted Wealth Advisors
Illinois
$56.8M +$688K +1,032 +1%
KRAVCF
497
Karnit Road Accident Victims Compensation Fund
$56.6M -$7.75M -11,630 -12%
TWM
498
Topsail Wealth Management
North Carolina
$56.6M -$1.89M -2,828 -3%
HSA
499
HBK Sorce Advisory
Pennsylvania
$56.5M +$364K +546 +0.7%
ZIG
500
Zurich Insurance Group
Switzerland
$56.4M +$28.5M +42,815 +109%
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