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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
651
Phillips Financial Management
Indiana
$35.6M -$6.16M -9,236 -15%
HWA
652
HighRoad Wealth Advisors
Oregon
$35.5M +$205K +307 +0.6%
SF
653
Strategent Financial
Virginia
$35.4M +$959K +1,439 +3%
KL
654
KilterHowling LLC
Colorado
$35.1M +$907K +1,361 +3%
CFB
655
Cullen/Frost Bankers
Texas
$35M -$392K -588 -1%
AL
656
ADE LLC
Maryland
$34.9M +$1.26M +1,886 +4%
AGP
657
Autumn Glory Partners
Texas
$34.9M +$2.58M +3,864 +8%
GP
658
Greenline Partners
New York
$34.8M +$4.41M +6,612 +15%
WJWM
659
Williams Jones Wealth Management
New York
$34.8M -$552K -828 -2%
RA
660
Rational Advisors
New York
$34.7M +$10.4M +15,552 +45%
FFP
661
FourThought Financial Partners
Florida
$34.5M +$2.68M +4,021 +9%
JBW
662
Journey Beyond Wealth
Georgia
$34.4M -$1.53M -2,297 -4%
CI
663
Canerector Inc
Ontario, Canada
$34.3M +$3.23M +4,850 +11%
SWA
664
SOA Wealth Advisors
New York
$34.3M -$80.7K -121 -0.2%
DDSF
665
Diana Davis Spencer Foundation
Maryland
$34.2M +$103K +154 +0.3%
PIMJS
666
PKO Investment Management Joint-Stock
Poland
$34.2M +$645K +967 +2%
RTC
667
Real Talk Capital
Tennessee
$34.1M +$3.47M +5,210 +12%
WWM
668
Woodside Wealth Management
Massachusetts
$33.9M -$86K -129 -0.3%
BW
669
Balance Wealth
Ohio
$33.8M +$5.85M +8,782 +22%
SLI
670
Sumitomo Life Insurance
Japan
$33.7M +$4.93M +7,400 +18%
XPN
671
XY Planning Network
Montana
$33.5M +$1.51M +2,271 +5%
WPW
672
Waldron Private Wealth
Pennsylvania
$33.4M +$6.44M +9,657 +25%
AWA
673
Arkadios Wealth Advisors
Georgia
$32.9M +$662K +993 +2%
PWS
674
Precision Wealth Strategies
Missouri
$32.8M -$727K -1,090 -2%
OA
675
Operose Advisors
Wisconsin
$32.8M +$112K +168 +0.4%
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