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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
476
Guardian Financial Partners
California
$19.4M +$20.2M +49,372 New
FIA
477
Foundations Investment Advisors
Arizona
$19.4M +$3.97M +9,720 +25%
CWC
478
Carolinas Wealth Consulting
North Carolina
$19.3M -$3.99M -9,767 -16%
BHWM
479
Beaird Harris Wealth Management
Texas
$19.3M +$1.49M +3,650 +8%
CFB
480
Cullen/Frost Bankers
Texas
$19.2M -$300K -733 -1%
MPW
481
MGO Private Wealth
California
$19.2M +$3.12M +7,623 +18%
IAN
482
Integrated Advisors Network
Texas
$19.2M +$2.7M +6,596 +16%
GWM
483
Geneos Wealth Management
Colorado
$19.1M +$4.97M +12,144 +33%
BCM
484
Brookstone Capital Management
Illinois
$19.1M +$1.93M +4,716 +11%
WJWM
485
Williams Jones Wealth Management
New York
$19M +$167K +409 +0.9%
CFSG
486
Clark Financial Services Group
Missouri
$18.9M -$51.5K -126 -0.3%
FMP
487
Financial Management Professionals
Texas
$18.8M +$1.31M +3,207 +7%
BAM
488
Belpointe Asset Management
Nevada
$18.8M +$2.79M +6,828 +17%
CAG
489
Crestwood Advisors Group
Massachusetts
$18.6M +$5.96M +14,580 +44%
FFC
490
First Financial Corp
Indiana
$18.6M -$135K -331 -0.7%
FHA
491
First Horizon Advisors
Tennessee
$18.6M -$1.16M -2,843 -6%
HSA
492
HBK Sorce Advisory
Pennsylvania
$18.4M -$133K -325 -0.7%
CWM
493
Congress Wealth Management
Massachusetts
$18.2M -$382K -934 -2%
AWA
494
Arkadios Wealth Advisors
Georgia
$18.2M +$16.7M +40,841 +755%
SF
495
Synovus Financial
Georgia
$18.2M -$742K -1,814 -4%
ZIG
496
Zurich Insurance Group
Switzerland
$18.1M -$350K -856 -2%
KHLMTHM
497
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$18.1M – – –
CFFNO
498
Common Fund For Nonprofit Organizations
Connecticut
$18.1M -$684K -1,672 -4%
EWA
499
EP Wealth Advisors
California
$17.9M +$17.6M +43,073 +1,727%
SB
500
Strategic Blueprint
Georgia
$17.8M +$3.56M +8,717 +24%
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