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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
501
Professional Financial Advisors
Nebraska
$14.3M -$1.88M -4,454 -12%
FFC
502
First Financial Corp
Indiana
$14.3M +$178K +422 +1%
MWC
503
MBM Wealth Consultants
Missouri
$14.3M +$1.23M +2,920 +10%
CPA
504
Clear Perspective Advisors
Illinois
$14.2M -$274K -648 -2%
AP
505
Adero Partners
California
$14.2M +$167K +396 +1%
KPWS
506
Kestra Private Wealth Services
Texas
$14M +$214K +506 +2%
EWA
507
EverSource Wealth Advisors
Alabama
$14M +$13.6M +32,152 New
IDA
508
Intelligence Driven Advisers
California
$14M +$14.8M +35,106 New
HPWM
509
High Pines Wealth Management
Massachusetts
$13.8M -$3.72M -8,815 -22%
BC
510
Burney Company
Virginia
$13.8M +$49K +116 +0.4%
SC
511
Saiph Capital
New Jersey
$13.8M +$13.3M +31,504 New
ASN
512
Advisory Services Network
Georgia
$13.7M -$325K -770 -2%
NRI
513
NFP Retirement Inc
California
$13.7M -$41.4K -98 -0.3%
MA
514
Mutual Advisors
Nebraska
$13.7M +$658K +1,558 +5%
MWM
515
Madison Wealth Management
Ohio
$13.7M +$329K +780 +3%
HKIMG
516
Hutchens & Kramer Investment Management Group
Indiana
$13.7M +$13.9M +32,950 New
COCM
517
Charter Oak Capital Management
New Hampshire
$13.6M -$182K -432 -1%
ICG
518
InterOcean Capital Group
Tennessee
$13.6M -$30K -71 -0.2%
TW
519
Transform Wealth
Colorado
$13.6M -$2.14M -5,058 -14%
BHB
520
Bank Hapoalim BM
Israel
$13.6M +$3.1M +7,350 +31%
STB
521
S&T Bank
Pennsylvania
$13.6M -$234K -554 -2%
AWE
522
Avidian Wealth Enterprises
Texas
$13.5M -$119K -283 -0.9%
GWA
523
Gibson Wealth Advisors
Texas
$13.4M +$13M +30,692 New
SEP
524
Southland Equity Partners
Missouri
$13.3M +$1.42M +3,358 +12%
ATC
525
Argent Trust Co
Tennessee
$13.3M +$226K +536 +2%
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