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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$32.6M +$574K +923 +2%
TF
627
Tompkins Financial
New York
$32.5M +$4.48M +7,212 +16%
PCM
628
Parsons Capital Management
Rhode Island
$32.5M +$75.2K +121 +0.2%
WWM
629
Woodside Wealth Management
Massachusetts
$32.5M +$466K +750 +1%
OA
630
Operose Advisors
Wisconsin
$32.4M +$5.97M +9,613 +23%
AWE
631
Avidian Wealth Enterprises
Texas
$32.4M -$222K -357 -0.7%
IAN
632
Integrated Advisors Network
Texas
$32.4M +$900K +1,448 +3%
CFB
633
Cullen/Frost Bankers
Texas
$32.4M +$96.3K +155 +0.3%
IA
634
Integrity Alliance
Iowa
$32.3M +$20.1M +32,366 +169%
NA
635
NWM Advisors
California
$31.9M +$31.6M +50,860 New
BWM
636
Base Wealth Management
Florida
$31.7M +$9.37M +15,077 +43%
BP
637
BBR Partners
New York
$31.5M -$2.73M -4,388 -8%
MLIC
638
Mandatum Life Insurance Company
Finland
$31.4M +$3.47M +5,590 +13%
DDSF
639
Diana Davis Spencer Foundation
Maryland
$31.2M – – –
KWA
640
Kingswood Wealth Advisors
California
$30.8M +$2.97M +4,787 +11%
NB
641
Nicolet Bankshares
Wisconsin
$30.7M +$3.8M +6,119 +14%
LSWP
642
Liberty Square Wealth Partners
Pennsylvania
$30.7M -$10.7M -17,148 -26%
KL
643
KilterHowling LLC
Colorado
$30.7M +$1.11M +1,794 +4%
FNBSF
644
First National Bank Sioux Falls
South Dakota
$30.6M +$4.21M +6,777 +16%
PIMJS
645
PKO Investment Management Joint-Stock
Poland
$30.6M -$1.86M -3,000 -6%
PA
646
Parallel Advisors
California
$30.4M -$44.1K -71 -0.1%
FCBT
647
First Citizens Bank & Trust
North Carolina
$30.3M -$574K -924 -2%
EAM
648
Evanson Asset Management
California
$30.2M +$2.61M +4,200 +10%
SF
649
Strategent Financial
Virginia
$30.1M +$1.84M +2,960 +7%
UI
650
Unconventional Investor
New Hampshire
$30.1M +$1.11M +1,786 +4%
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