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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
601
Promus Capital
Illinois
$24.8M +$25M +46,091 New
IA
602
IFP Advisors
Florida
$24.8M +$1.9M +3,514 +8%
BTWM
603
Baker Tilly Wealth Management
Wisconsin
$24.8M +$1.67M +3,091 +7%
GVAG
604
Great Valley Advisor Group
Delaware
$24.6M -$7.33M -13,535 -23%
KL
605
KilterHowling LLC
Colorado
$24.6M +$1.04M +1,917 +5%
FMC
606
First Merchants Corp
Indiana
$24.4M +$1.51M +2,797 +7%
PIMJS
607
PKO Investment Management Joint-Stock
Poland
$24.3M +$2.87M +5,300 +13%
CI
608
Canerector Inc
Ontario, Canada
$24.2M +$24.4M +45,000 New
TWG
609
The Wealth Group
Minnesota
$24.2M -$166K -306 -0.7%
CMAI
610
Capital Management Associates Inc
Minnesota
$24.1M +$1.05M +1,939 +5%
VVP
611
Venture Visionary Partners
Ohio
$24.1M +$982K +1,813 +4%
UF
612
Univest Financial
Pennsylvania
$24.1M -$1.28M -2,366 -5%
BF
613
Brooklyn FI
New York
$24.1M +$62.3K +115 +0.3%
ATS
614
Ashton Thomas Securities
New York
$24M +$1.35M +2,487 +6%
MCM
615
Manchester Capital Management
Vermont
$24M -$643K -1,187 -3%
RWS
616
Retirement Wealth Solutions
Wisconsin
$24M +$24.3M +44,868 New
EAM
617
Evanson Asset Management
California
$23.9M +$5.02M +9,266 +26%
CCAM
618
Cascades Capital Asset Management
North Carolina
$23.9M -$643K -1,188 -3%
AL
619
ADE LLC
Maryland
$23.9M +$874K +1,613 +4%
AWE
620
Avidian Wealth Enterprises
Texas
$23.9M -$48.2K -89 -0.2%
WTC
621
WhitTier Trust Company
Nevada
$23.8M +$5.96K +11 +0%
BFO
622
Boston Family Office
Massachusetts
$23.7M +$7.66M +14,141 +48%
BWFA
623
Baltimore-Washington Financial Advisors
Maryland
$23.6M +$23.3K +43 +0.1%
NSLI
624
Nan Shan Life Insurance
Taiwan
$23.6M -$70.3M -129,853 -75%
CSWM
625
Cassady Schiller Wealth Management
Ohio
$23.6M +$389K +719 +2%
23 24
25
26 27