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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
601
Sandy Cove Advisors
Massachusetts
$31M +$566K +960 +2%
IAN
602
Integrated Advisors Network
Texas
$30.7M -$2.66M -4,507 -8%
DDSF
603
Diana Davis Spencer Foundation
Maryland
$30.4M – – –
JBW
604
Journey Beyond Wealth
Georgia
$30.3M -$1.32M -2,231 -4%
ZIG
605
Zurich Insurance Group
Switzerland
$30.3M -$2.2M -3,730 -7%
FCBT
606
First Citizens Bank & Trust
North Carolina
$30.1M +$1.11M +1,886 +4%
SFA
607
Sequoia Financial Advisors
Ohio
$30.1M +$3.77M +6,399 +15%
PC
608
Promus Capital
Illinois
$29.8M +$2.38M +4,038 +9%
WC
609
Weil Company
California
$29.7M +$974K +1,652 +4%
PA
610
Parallel Advisors
California
$29.7M -$256K -434 -0.9%
COCM
611
Charter Oak Capital Management
New Hampshire
$29.7M -$1.12M -1,898 -4%
EWA
612
EverSource Wealth Advisors
Alabama
$29.6M -$123K -208 -0.4%
PFS
613
Prospera Financial Services
Texas
$29.6M +$124K +210 +0.4%
ATC
614
Argent Trust Co
Tennessee
$29.4M +$169K +286 +0.6%
RFM
615
Royal Fund Management
Florida
$29.3M -$4.27M -7,242 -13%
KSWA
616
Kathleen S. Wright Associates
Pennsylvania
$29M +$1.19M +2,011 +4%
KL
617
KilterHowling LLC
Colorado
$28.9M +$278K +472 +1%
MG
618
Marex Group
$28.9M +$24.9M +42,182 +850%
MFP
619
Meridian Financial Partners
Virginia
$28.5M -$431K -731 -2%
PAS
620
Park Avenue Securities
New York
$28.4M +$3.16M +5,359 +13%
UI
621
Unconventional Investor
New Hampshire
$28.2M +$697K +1,182 +3%
CMAI
622
Capital Management Associates Inc
Minnesota
$28.2M +$183K +310 +0.7%
MFGP
623
Marshall Financial Group (Pennsylvania)
Pennsylvania
$28.2M +$2.72M +4,619 +11%
OC
624
Oakworth Capital
Alabama
$28.1M -$335K -569 -1%
RBC
625
Romano Brothers & Co
Illinois
$28.1M +$549K +932 +2%
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