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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
651
Three Bridge Wealth Advisors
California
$22M +$3.85M +7,111 +21%
GFG
652
Greenbush Financial Group
New York
$21.9M +$22.1M +40,721 New
EWA
653
Exencial Wealth Advisors
Oklahoma
$21.9M +$389K +719 +2%
PWM
654
Prosperity Wealth Management
California
$21.8M +$6.28M +11,603 +40%
MA
655
MKT Advisors
California
$21.6M -$760K -1,404 -3%
FCAS
656
First Command Advisory Services
Texas
$21.5M -$750K -1,384 -3%
EL
657
EQ LLC
Washington
$21.5M +$2.68M +4,945 +14%
VCA
658
Verdence Capital Advisors
Maryland
$21.5M +$76.4K +141 +0.4%
CI
659
Conning Inc
Connecticut
$21.4M -$1.47M -2,723 -6%
NSIM
660
North Star Investment Management
Illinois
$21.4M +$335K +619 +2%
SVWAG
661
Sound View Wealth Advisors Group
Georgia
$21.4M +$516K +953 +2%
VFG
662
Victory Financial Group
Texas
$21.3M +$21.4M +39,585 New
HT
663
Headlands Technologies
Illinois
$21.3M +$9.54M +17,611 +80%
SAM
664
SignalPoint Asset Management
Missouri
$21.3M +$5.96M +11,010 +39%
BFA
665
Beaumont Financial Advisors
Massachusetts
$21.2M -$427K -789 -2%
CFO
666
CVA Family Office
Colorado
$21.1M -$1.18M -2,184 -5%
NGA
667
Naples Global Advisors
Florida
$21M +$834K +1,540 +4%
RWM
668
Rialto Wealth Management
New York
$21M +$21.1M +38,999 New
SFPM
669
Sensible Financial Planning & Management
Massachusetts
$20.9M +$504K +930 +2%
KSWA
670
Kathleen S. Wright Associates
Pennsylvania
$20.9M +$1.39M +2,573 +7%
BWIA
671
Bryant Woods Investment Advisors
New York
$20.8M +$1.58M +2,919 +8%
FC
672
Fairscale Capital
New Hampshire
$20.8M -$38.5K -71 -0.2%
MAG
673
Members Advisory Group
New York
$20.8M +$16.1M +29,810 +343%
OAJ
674
Ogorek Anthony Joseph
New York
$20.7M +$464K +856 +2%
SF
675
Strategent Financial
Virginia
$20.7M +$20.8M +38,414 New
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