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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
651
EQ LLC
Washington
$21.1M +$598K +1,106 +3%
RA
652
RFG Advisory
Alabama
$21.1M -$8.25M -15,258 -27%
TW
653
TritonPoint Wealth
Maryland
$21.1M -$128K -236 -0.6%
TBWA
654
Three Bridge Wealth Advisors
California
$21M +$22.2K +41 +0.1%
EAM
655
Evanson Asset Management
California
$21M -$1.9M -3,518 -8%
RA
656
Rational Advisors
New York
$21M -$149K -275 -0.7%
MDSL
657
M.D. Sass LLC
New York
$21M -$48.8M -90,188 -69%
FFP
658
Freedom Financial Partners
Minnesota
$21M -$421K -778 -2%
BWIA
659
Bryant Woods Investment Advisors
New York
$20.9M +$1.03M +1,901 +5%
CFO
660
CVA Family Office
Colorado
$20.8M +$715K +1,323 +3%
FSA
661
Financial Services Advisory
Maryland
$20.8M -$6.65M -12,296 -23%
CWM
662
Certus Wealth Management
California
$20.7M -$912K -1,687 -4%
EWA
663
Exencial Wealth Advisors
Oklahoma
$20.6M -$255K -472 -1%
BWM
664
Benchmark Wealth Management
Connecticut
$20.6M +$1.23M +2,272 +6%
SFPM
665
Sensible Financial Planning & Management
Massachusetts
$20.6M +$675K +1,249 +3%
CWAF
666
Core Wealth Advisors (Florida)
Florida
$20.6M -$736K -1,361 -3%
NGA
667
Naples Global Advisors
Florida
$20.5M +$418K +773 +2%
FCAS
668
First Command Advisory Services
Texas
$20.5M -$88.1K -163 -0.4%
FC
669
Fairscale Capital
New Hampshire
$20.5M +$648K +1,198 +3%
B
670
Barings
North Carolina
$20.4M -$6.93M -12,820 -24%
FOR
671
Family Office Research
Maryland
$20.4M +$1.55M +2,873 +8%
KWA
672
Kingswood Wealth Advisors
California
$20.4M -$741K -1,370 -3%
PA
673
Parallel Advisors
California
$20.3M +$1.37M +2,538 +7%
VCA
674
Verdence Capital Advisors
Maryland
$20.3M -$196K -363 -0.9%
CI
675
Conning Inc
Connecticut
$20.3M -$199K -369 -0.9%
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