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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
676
Sound View Wealth Advisors Group
Georgia
$14.3M -$1,000K -2,184 -7%
BFAG
677
Blackston Financial Advisory Group
Florida
$14.2M +$275K +600 +2%
CL
678
CSS LLC
Illinois
$14.2M +$9.38M +20,500 +228%
VRM
679
Vectors Research Management
New York
$14.1M -$7.75M -16,932 -37%
RC
680
Rareview Capital
Nevada
$14.1M +$2.15M +4,690 +19%
LPAM
681
Lodestar Private Asset Management
California
$14M +$114K +248 +0.9%
LODC
682
Lanham O'Dell & Company
West Virginia
$13.9M +$1.14M +2,486 +9%
TCM
683
Thomist Capital Management
Texas
$13.9M +$8.01M +17,496 +152%
OCFG
684
O'Connor Financial Group
Illinois
$13.9M +$1.14M +2,500 +9%
AC
685
Avory & Company
Florida
$13.8M – – –
BEAM
686
Baker Ellis Asset Management
Washington
$13.8M +$479K +1,046 +4%
MW
687
Marcum Wealth
Ohio
$13.8M -$530K -1,159 -4%
EAM
688
Evanson Asset Management
California
$13.8M +$2.6M +5,689 +25%
MLIC
689
Mandatum Life Insurance Company
Finland
$13.8M – – –
DWT
690
Dorsey & Whitney Trust
South Dakota
$13.7M -$261K -570 -2%
EPA
691
Element Pointe Advisors
Florida
$13.7M -$3.66K -8 -0%
AAMC
692
Asset Allocation & Management Company
Illinois
$13.7M – – –
1IA
693
1834 Investment Advisors
Wisconsin
$13.7M -$1,000K -2,184 -7%
BGA
694
Battery Global Advisors
Massachusetts
$13.7M +$13M +28,486 New
TWP
695
Triad Wealth Partners
Kansas
$13.7M +$13M +28,465 New
STB
696
S&T Bank
Pennsylvania
$13.7M -$264K -577 -2%
BBA
697
Braun-Bostich & Associates
Pennsylvania
$13.5M +$6.63M +14,492 +106%
NW
698
NewEdge Wealth
Pennsylvania
$13.5M +$4.62M +10,089 +53%
LIA
699
LBMC Investment Advisors
Tennessee
$13.5M -$400K -873 -3%
RCS
700
Retirement Capital Strategies
California
$13.5M -$689K -1,506 -5%
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