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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Claro Advisors
Massachusetts
$35.9M +$2.47M +4,185 +8%
LFAS
552
Level Four Advisory Services
Texas
$35.9M +$1.27M +2,149 +4%
MWA
553
MFA Wealth Advisors
Pennsylvania
$35.8M +$33.3M +56,573 +2,950%
BMC
554
Bear Mountain Capital
Washington
$35.7M -$90.2K -153 -0.3%
AFO
555
Aurelius Family Office
New Hampshire
$35.7M -$816K -1,384 -2%
FFH
556
Fairfax Financial Holdings
Ontario, Canada
$35.7M -$8.64M -14,652 -20%
GC
557
Garde Capital
Washington
$35.4M -$2.27M -3,856 -6%
FCP
558
Fidelis Capital Partners
Florida
$35.3M +$118K +201 +0.3%
IIA
559
Integral Investment Advisors
California
$35.2M -$156K -265 -0.5%
BFO
560
Boston Family Office
Massachusetts
$35.2M +$215K +364 +0.6%
OHWP
561
Oak Harbor Wealth Partners
North Carolina
$35.1M +$894K +1,517 +3%
CAG
562
Crestwood Advisors Group
Massachusetts
$35.1M +$756K +1,282 +2%
BF
563
Brooklyn FI
New York
$34.9M +$1.92M +3,264 +6%
LHWM
564
Lake Hills Wealth Management
Texas
$34.8M +$269K +457 +0.8%
TCOTS
565
Trust Company of the South
North Carolina
$34.8M +$205K +347 +0.6%
GG
566
GenWealth Group
New Jersey
$34.8M -$420K -712 -1%
SL
567
SFM LLC
New Hampshire
$34.7M +$312K +529 +0.9%
SWA
568
Stratos Wealth Advisors
Ohio
$34.7M +$3.14M +5,326 +10%
AC
569
Apella Capital
Connecticut
$34.6M +$12.7M +21,611 +61%
BFG
570
Bleakley Financial Group
New Jersey
$34.5M -$251K -426 -0.8%
TCOV
571
Trust Company of Vermont
Vermont
$34.3M +$3.52M +5,974 +12%
IA
572
IFG Advisory
Georgia
$33.8M +$1.45M +2,467 +5%
A
573
Allianz
Germany
$33.7M +$24.5M +41,554 +308%
BCM
574
Basso Capital Management
Connecticut
$33.6M +$102K +173 +0.3%
NW
575
NewEdge Wealth
Pennsylvania
$33.5M +$4.93M +8,364 +18%
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