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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
601
The Wealth Group
Minnesota
$24.5M +$1.54M +2,851 +6%
PIMJS
602
PKO Investment Management Joint-Stock
Poland
$24.4M +$1.35M +2,500 +6%
CI
603
Canerector Inc
Ontario, Canada
$24.2M – – –
FCBT
604
First Citizens Bank & Trust
North Carolina
$24.1M +$46.5K +86 +0.2%
NW
605
NewEdge Wealth
Pennsylvania
$24.1M +$7.85M +14,519 +45%
FNBSF
606
First National Bank Sioux Falls
South Dakota
$24M -$587K -1,086 -2%
PP
607
Passaic Partners
New Jersey
$23.9M +$6.97M +12,887 +38%
PC
608
Promus Capital
Illinois
$23.8M +$144K +267 +0.6%
KL
609
KilterHowling LLC
Colorado
$23.8M +$828K +1,532 +3%
UI
610
Unconventional Investor
New Hampshire
$23.8M +$1.4M +2,585 +6%
FMC
611
First Merchants Corp
Indiana
$23.7M +$497K +919 +2%
FW
612
Fairway Wealth
Ohio
$23.4M +$4.88M +9,021 +25%
FNBOO
613
First National Bank of Omaha
Nebraska
$23.4M -$2.07M -3,834 -8%
SWA
614
SOA Wealth Advisors
New York
$23.4M -$4.39M -8,116 -15%
AL
615
ADE LLC
Maryland
$23.1M +$345K +639 +1%
AWE
616
Avidian Wealth Enterprises
Texas
$23.1M +$338K +625 +1%
ATC
617
Argent Trust Co
Tennessee
$23.1M +$761K +1,407 +3%
VA
618
VestGen Advisors
Illinois
$23.1M +$24.3M +44,865 New
MFGP
619
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23M +$5.23M +9,670 +28%
SAA
620
Southeast Asset Advisors
Georgia
$23M +$796K +1,472 +3%
TW
621
Transform Wealth
Colorado
$22.9M -$2.25M -4,169 -9%
RBC
622
Romano Brothers & Co
Illinois
$22.8M +$488K +903 +2%
CFSG
623
Clark Financial Services Group
Missouri
$22.8M -$2.67M -4,942 -10%
CW
624
CreativeOne Wealth
Kansas
$22.7M +$10.8M +20,015 +83%
IAN
625
Integrated Advisors Network
Texas
$22.7M +$1.5M +2,773 +7%
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