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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
701
C.M. Bidwell & Associates
Hawaii
$26.7M -$471K -758 -2%
WAG
702
Wheelhouse Advisory Group
Missouri
$26.6M +$1.12M +1,800 +4%
SRC
703
Shufro Rose & Co
New York
$26.5M +$26.3M +42,249 New
BAM
704
Banta Asset Management
California
$26.4M +$26.2M +42,137 New
VFG
705
Victory Financial Group
Texas
$26.1M +$2.53M +4,074 +11%
EL
706
EQ LLC
Washington
$26.1M +$708K +1,139 +3%
AIC
707
Ayalon Insurance Company
Israel
$26.1M +$13.4M +21,537 +107%
BWIA
708
Bryant Woods Investment Advisors
New York
$26M -$928K -1,494 -3%
SWM
709
Spire Wealth Management
Virginia
$26M +$960K +1,545 +4%
IFS
710
Intelligent Financial Strategies
Minnesota
$26M -$51K -82 -0.2%
RWS
711
Retirement Wealth Solutions
Wisconsin
$25.9M -$49.1K -79 -0.2%
CSIA
712
Carl Stuart Investment Advisor
Texas
$25.9M -$80.2K -129 -0.3%
ZIG
713
Zurich Insurance Group
Switzerland
$25.8M -$5.16M -8,308 -17%
JIC
714
Joel Isaacson & Co
New York
$25.8M +$444K +714 +2%
AI
715
Axos Invest
Nevada
$25.7M +$14.6M +23,463 +133%
GS
716
GTS Securities
Florida
$25.7M +$5.48M +8,821 +27%
SL
717
StoryOne LLC
Kansas
$25.6M – – –
PP
718
Pearl Planning
Michigan
$25.6M +$25.4M +40,856 New
RA
719
RFG Advisory
Alabama
$25.6M -$92.6K -149 -0.4%
GVAG
720
Great Valley Advisor Group
Delaware
$25.5M +$1.45M +2,335 +6%
FFP
721
FourThought Financial Partners
Florida
$25.4M +$2.69M +4,324 +12%
VVP
722
Venture Visionary Partners
Ohio
$25.4M -$214K -344 -0.9%
YDMI
723
Y.D. More Investments
Israel
$25.4M +$1.42M +2,291 +6%
WPW
724
Waldron Private Wealth
Pennsylvania
$25.4M -$839K -1,350 -3%
XPN
725
XY Planning Network
Montana
$25.4M +$18.8M +30,315 +300%
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