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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
626
Cullen/Frost Bankers
Texas
$30.8M -$61.3K -98 -0.2%
WJWM
627
Williams Jones Wealth Management
New York
$30.8M -$1.37M -2,189 -4%
ATC
628
Argent Trust Co
Tennessee
$30.8M -$484K -774 -1%
HWA
629
HighRoad Wealth Advisors
Oregon
$30.7M -$1.21M -1,930 -4%
EWA
630
Exencial Wealth Advisors
Oklahoma
$30.3M +$3.58M +5,723 +13%
AIC
631
Ayalon Insurance Company
Israel
$30.3M +$5.73M +9,155 +22%
BP
632
BBR Partners
New York
$30.2M +$188K +301 +0.6%
UOC
633
University of Chicago
Illinois
$30.2M -$4.98M -7,956 -14%
LA
634
Legacy Advisors
Pennsylvania
$30.1M +$16.9M +27,048 +116%
SF
635
Strategent Financial
Virginia
$30M +$1.34M +2,140 +4%
SWA
636
SOA Wealth Advisors
New York
$29.9M -$1.9M -3,044 -6%
KL
637
KilterHowling LLC
Colorado
$29.8M +$513K +821 +2%
UI
638
Unconventional Investor
New Hampshire
$29.7M +$1.15M +1,843 +4%
DDSF
639
Diana Davis Spencer Foundation
Maryland
$29.7M – – –
VA
640
Vident Advisory
Georgia
$29.6M -$9.55M -15,273 -24%
WWM
641
Woodside Wealth Management
Massachusetts
$29.5M -$1.47M -2,357 -5%
KWA
642
Kingswood Wealth Advisors
California
$29.3M -$64.4K -103 -0.2%
EV
643
EJMK Ventures
Illinois
$29.3M +$16.2M +25,865 +112%
AL
644
ADE LLC
Maryland
$29.3M +$1.77M +2,829 +6%
PWS
645
Precision Wealth Strategies
Missouri
$29.2M -$4.03M -6,450 -12%
PIMJS
646
PKO Investment Management Joint-Stock
Poland
$29.1M – – –
A
647
Allianz
Germany
$29.1M -$19.2M -30,634 -39%
EWA
648
EverSource Wealth Advisors
Alabama
$29.1M +$704K +1,125 +2%
TBWA
649
Three Bridge Wealth Advisors
California
$28.8M +$3.08M +4,931 +11%
FCBT
650
First Citizens Bank & Trust
North Carolina
$28.5M -$410K -655 -1%
24 25
26
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