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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
476
AlTi Global
New York
$50M -$722K -1,154 -1%
CGA
477
Crescent Grove Advisors
Illinois
$49.9M +$19.4K +31 +0%
TAMH
478
Taikang Asset Management (HK)
Hong Kong
$49.8M – – –
CW
479
CreativeOne Wealth
Kansas
$49.5M +$765K +1,223 +1%
FWP
480
Fiduciary Wealth Partners
Massachusetts
$49M -$24M -38,391 -32%
SMA
481
Sage Mountain Advisors
Georgia
$48.8M -$682K -1,090 -1%
MMPW
482
Mitchell McLeod Pugh & Williams
Alabama
$48.7M +$256K +410 +0.5%
SFG
483
Sage Financial Group
Pennsylvania
$48.7M -$53.8K -86 -0.1%
BWM
484
BCS Wealth Management
Tennessee
$48.5M -$44.2M -70,728 -47%
FFA
485
Frazier Financial Advisors
Ohio
$48.2M +$49.8M +79,659 +7,895%
FWIA
486
Fort Washington Investment Advisors
Ohio
$48M -$619K -990 -1%
SPC
487
Sigma Planning Corp
Michigan
$48M -$231K -370 -0.5%
CWP
488
Curated Wealth Partners
California
$47.9M +$6.1M +9,757 +14%
FB
489
Fulton Bank
Pennsylvania
$47.8M +$4.24M +6,786 +9%
QCM
490
QRG Capital Management
Illinois
$47.7M +$8.36M +13,374 +20%
BFO
491
Boston Family Office
Massachusetts
$47.6M +$11.7M +18,709 +31%
RA
492
Resolute Advisors
California
$47.5M -$2.13M -3,413 -4%
TFP
493
TrueWealth Financial Partners
Washington
$47.4M +$49.6M +79,356 New
BCI
494
Brinker Capital Investments
Pennsylvania
$47M -$79.1M -126,437 -62%
FPCP
495
Fort Point Capital Partners
California
$46.9M -$6.7M -10,717 -12%
FT
496
Fiduciary Trust
Massachusetts
$46.9M -$842K -1,347 -2%
SL
497
Salomon & Ludwin
Virginia
$46.9M -$1.95M -3,118 -4%
FWM
498
ForthRight Wealth Management
Georgia
$46.9M -$307K -491 -0.6%
RWP
499
RWA Wealth Partners
Massachusetts
$46.8M -$5.39M -8,615 -10%
CFIA
500
Cantor Fitzgerald Investment Advisors
New York
$46.7M -$4.47M -7,152 -8%
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