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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$18.1M +$2.98M +5,861 +21%
ATC
652
Argent Trust Co
Tennessee
$18.1M +$249K +490 +1%
ZIG
653
Zurich Insurance Group
Switzerland
$18M -$17M -33,480 -50%
PFM
654
Peak Financial Management
Massachusetts
$18M -$443K -872 -2%
WAG
655
Wheelhouse Advisory Group
Missouri
$18M +$497K +977 +3%
TBWA
656
Three Bridge Wealth Advisors
California
$17.9M +$3.93M +7,741 +30%
MFWM
657
Motley Fool Wealth Management
Virginia
$17.9M -$701K -1,380 -4%
TWP
658
Triad Wealth Partners
Kansas
$17.9M +$859K +1,689 +5%
BAM
659
Brave Asset Management
New Jersey
$17.7M -$174K -343 -1%
WWC
660
Waypoint Wealth Counsel
Georgia
$17.7M +$1.08M +2,125 +7%
FI
661
FWG Investments
Kentucky
$17.6M -$226K -444 -1%
TFGT
662
TS Financial Group (TSFG)
Illinois
$17.6M +$480K +945 +3%
TA
663
TFB Advisors
Kansas
$17.5M -$364K -717 -2%
YDMI
664
Y.D. More Investments
Israel
$17.5M -$3.62M -7,123 -18%
PFS
665
Prospera Financial Services
Texas
$17.4M +$1.4M +2,761 +9%
AAMC
666
Asset Allocation & Management Company
Illinois
$17.4M +$2.3M +4,525 +16%
EFG
667
Elios Financial Group
Ohio
$17.4M +$16.8M +33,037 New
BC
668
Bowman & Company
Wisconsin
$17.4M +$179K +353 +1%
BSAM
669
Blue Square Asset Management
New York
$17.4M +$2.13M +4,184 +15%
BCA
670
Ballentine Capital Advisors
South Carolina
$17.3M -$130K -255 -0.8%
1IA
671
1834 Investment Advisors
Wisconsin
$17.2M +$1.04M +2,041 +7%
OCFG
672
O'Connor Financial Group
Illinois
$17.2M +$1.21M +2,387 +8%
AFG
673
Atomi Financial Group
New York
$17.2M +$6.75M +13,278 +69%
BJL
674
Brighton Jones LLC
Washington
$17.1M -$667K -1,313 -4%
FW
675
Fairway Wealth
Ohio
$17.1M +$2.06M +4,054 +14%
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