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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
576
Cullen/Frost Bankers
Texas
$29.7M +$1.08M +2,055 +4%
JBW
577
Journey Beyond Wealth
Georgia
$29.4M +$1.2M +2,282 +5%
AWE
578
Avidian Wealth Enterprises
Texas
$29.4M +$3.56M +6,766 +15%
FFC
579
First Financial Corp
Indiana
$29.4M +$1.91M +3,636 +8%
ASN
580
Advisory Services Network
Georgia
$29.4M +$4.45M +8,476 +20%
SWA
581
SOA Wealth Advisors
New York
$29.4M +$3.26M +6,200 +14%
PCM
582
Parsons Capital Management
Rhode Island
$29.3M -$433K -824 -2%
ACA
583
Aspire Capital Advisors
Washington
$29.2M +$710K +1,351 +3%
SWA
584
Stratos Wealth Advisors
Ohio
$29.1M -$1.57M -2,980 -5%
CH
585
Canton Hathaway
Rhode Island
$29.1M -$368K -700 -1%
FNBOO
586
First National Bank of Omaha
Nebraska
$29M +$2.88M +5,475 +12%
SC
587
Soundwatch Capital
Connecticut
$29M +$1.15B +2,183,270 +16,554%
BC
588
Bowman & Company
Wisconsin
$28.9M +$936K +1,781 +4%
FW
589
Fairway Wealth
Ohio
$28.9M +$2.74M +5,214 +11%
VA
590
Vident Advisory
Georgia
$28.8M -$6.79M -12,912 -20%
BTWM
591
Baker Tilly Wealth Management
Wisconsin
$28.6M +$636K +1,211 +2%
COCM
592
Charter Oak Capital Management
New Hampshire
$28.6M -$1.08M -2,048 -4%
IFS
593
Intelligent Financial Strategies
Minnesota
$28.5M -$3.7M -7,041 -12%
TCOV
594
Trust Company of Vermont
Vermont
$28.5M -$228K -434 -0.9%
WWM
595
Woodside Wealth Management
Massachusetts
$28.4M +$304K +579 +1%
SCA
596
Sandy Cove Advisors
Massachusetts
$28.2M -$99.9K -190 -0.4%
DDSF
597
Diana Davis Spencer Foundation
Maryland
$28.2M – – –
TFP
598
TrueWealth Financial Partners
Washington
$28.2M +$6.4M +12,171 +33%
PA
599
Parallel Advisors
California
$27.8M +$4.9M +9,329 +24%
EWA
600
EverSource Wealth Advisors
Alabama
$27.6M -$746K -1,419 -3%
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