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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Soundwatch Capital
Connecticut
$9.93M -$895K -2,321 -9%
RPGK
677
Retirement Planning Group (Kansas)
Kansas
$9.93M -$99.9K -259 -1%
HFG
678
Heron Financial Group
New York
$9.92M -$167K -433 -2%
MCM
679
MAI Capital Management
Ohio
$9.88M -$25.8K -67 -0.3%
AWM
680
Adams Wealth Management
Utah
$9.81M -$316K -819 -3%
BC
681
Bowman & Company
Wisconsin
$9.8M -$4.71M -12,199 -34%
PAG
682
Private Advisory Group
Washington
$9.79M -$74.8K -194 -0.8%
MFA
683
McClarren Financial Advisors
Pennsylvania
$9.75M -$15.8K -41 -0.2%
OCFG
684
O'Connor Financial Group
Illinois
$9.74M +$593K +1,537 +7%
MI
685
Mercer Investments
Massachusetts
$9.71M -$103K -266 -1%
RPC
686
Rossmore Private Capital
Connecticut
$9.68M -$119K -308 -1%
WCFA
687
Walkner Condon Financial Advisors
Wisconsin
$9.64M +$150K +389 +2%
ASI
688
Advisory Services & Investments
Oregon
$9.64M +$626K +1,622 +7%
MIA
689
MMBG Investment Advisors
Florida
$9.56M -$2.94M -7,630 -24%
FAB
690
First American Bank
Illinois
$9.56M -$27.4K -71 -0.3%
SLI
691
Sumitomo Life Insurance
Japan
$9.48M +$9.45M +24,500 New
GT
692
Glenview Trust
Kentucky
$9.44M +$1.1M +2,853 +14%
SWM
693
Spire Wealth Management
Virginia
$9.44M -$4.95M -12,819 -36%
FPAS
694
Focus Partners Advisor Solutions
Missouri
$9.36M +$1.26M +3,268 +17%
BSB
695
Bangor Savings Bank
Maine
$9.29M +$108K +279 +1%
AIM
696
Avity Investment Management
Connecticut
$9.24M +$6.91M +17,921 +376%
HWP
697
Highline Wealth Partners
California
$9.23M +$336K +871 +4%
ACM
698
Alamar Capital Management
California
$9.23M +$548K +1,420 +7%
WFA
699
West Financial Advisors
Iowa
$9.23M -$82.9K -215 -0.9%
KSWA
700
Kathleen S. Wright Associates
Pennsylvania
$9.2M +$485K +1,257 +6%
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