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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
526
Cantor Fitzgerald Investment Advisors
New York
$52.7M -$1.02M -1,525 -2%
LDNAM
527
Lepercq De Neuflize Asset Management
New York
$52.5M +$149K +223 +0.3%
TPCW
528
TD Private Client Wealth
New York
$52.4M -$703K -1,054 -1%
FWM
529
ForthRight Wealth Management
Georgia
$52.3M -$1.56M -2,337 -3%
A
530
Allianz
Germany
$52M +$17.9M +26,919 +55%
AAMA
531
Advanced Asset Management Advisors
Ohio
$51.6M -$8.33M -12,489 -14%
SL
532
Salomon & Ludwin
Virginia
$51.4M -$1.81M -2,722 -3%
SF
533
Steffes Financial
Kansas
$51.1M +$1.64M +2,454 +3%
LFG
534
Larson Financial Group
Missouri
$51M -$19M -28,500 -28%
T
535
TrustBank
Illinois
$51M +$1.06M +1,596 +2%
GT
536
GreatBanc Trust
Illinois
$50.9M -$159K -238 -0.3%
AP
537
Americana Partners
Texas
$50.8M +$1.14M +1,709 +2%
SMA
538
Sage Mountain Advisors
Georgia
$50.8M -$5.15M -7,720 -9%
GRP
539
Global Retirement Partners
California
$50.6M +$49.1M +73,634 New
MWC
540
MBM Wealth Consultants
Missouri
$50.3M -$445K -668 -0.9%
FWIA
541
Fort Washington Investment Advisors
Ohio
$50.2M -$4.84M -7,262 -9%
PCM
542
Parsons Capital Management
Rhode Island
$50.2M +$3.4M +5,097 +8%
SSWM
543
Sheets Smith Wealth Management
North Carolina
$49.9M -$1.09M -1,632 -2%
TCOTS
544
Trust Company of the South
North Carolina
$49.7M +$454K +681 +1%
SI
545
Seeds Investor
New York
$49.6M +$10.5M +15,738 +28%
GIO
546
Galilei Investment Office
United Kingdom
$49.4M +$573K +859 +1%
SIP
547
Sellwood Investment Partners
Oregon
$49.3M -$2.96M -4,445 -6%
SPC
548
Sigma Planning Corp
Michigan
$49.2M -$5.74M -8,607 -11%
MWA
549
MFA Wealth Advisors
Pennsylvania
$49M +$2.08M +3,123 +5%
BBP
550
Banco BTG Pactual
Brazil
$48.7M +$7.31M +10,966 +18%
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