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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
476
CreativeOne Wealth
Kansas
$49.5M +$765K +1,223 +1%
FWP
477
Fiduciary Wealth Partners
Massachusetts
$49M -$24M -38,391 -32%
SMA
478
Sage Mountain Advisors
Georgia
$48.8M -$682K -1,090 -1%
MMPW
479
Mitchell McLeod Pugh & Williams
Alabama
$48.7M +$256K +410 +0.5%
SFG
480
Sage Financial Group
Pennsylvania
$48.7M -$53.8K -86 -0.1%
BWM
481
BCS Wealth Management
Tennessee
$48.5M -$44.2M -70,728 -47%
FFA
482
Frazier Financial Advisors
Ohio
$48.2M +$49.8M +79,659 +7,895%
FWIA
483
Fort Washington Investment Advisors
Ohio
$48M -$619K -990 -1%
SPC
484
Sigma Planning Corp
Michigan
$48M -$231K -370 -0.5%
CWP
485
Curated Wealth Partners
California
$47.9M +$6.1M +9,757 +14%
FB
486
Fulton Bank
Pennsylvania
$47.8M +$4.24M +6,786 +9%
QCM
487
QRG Capital Management
Illinois
$47.7M +$8.36M +13,374 +20%
BFO
488
Boston Family Office
Massachusetts
$47.6M +$11.7M +18,709 +31%
RA
489
Resolute Advisors
California
$47.5M -$2.13M -3,413 -4%
TFP
490
TrueWealth Financial Partners
Washington
$47.4M +$49.6M +79,356 New
BCI
491
Brinker Capital Investments
Pennsylvania
$47M -$79.1M -126,437 -62%
FPCP
492
Fort Point Capital Partners
California
$46.9M -$6.7M -10,717 -12%
FT
493
Fiduciary Trust
Massachusetts
$46.9M -$842K -1,347 -2%
SL
494
Salomon & Ludwin
Virginia
$46.9M -$1.95M -3,118 -4%
FWM
495
ForthRight Wealth Management
Georgia
$46.9M -$307K -491 -0.6%
RWP
496
RWA Wealth Partners
Massachusetts
$46.8M -$5.39M -8,615 -10%
CFIA
497
Cantor Fitzgerald Investment Advisors
New York
$46.7M -$4.47M -7,152 -8%
GT
498
Greenleaf Trust
Michigan
$46.6M -$195K -312 -0.4%
TPCW
499
TD Private Client Wealth
New York
$46.3M +$220K +352 +0.5%
BP
500
BCK Partners
New York
$46.1M +$413K +661 +0.9%
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