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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
776
Red Door Wealth Management
Tennessee
$17.6M +$8.33M +15,852 +104%
GWA
777
Gibson Wealth Advisors
Texas
$17.6M +$1.75M +3,322 +12%
AWA
778
Arete Wealth Advisors
Illinois
$17.5M -$1.72M -3,274 -10%
SAG
779
SageView Advisory Group
California
$17.5M +$333K +633 +2%
FFA
780
Florida Financial Advisors
Florida
$17.5M +$945K +1,799 +6%
FI
781
FWG Investments
Kentucky
$17.4M -$192K -365 -1%
EF
782
Envision Financial
Wisconsin
$17.3M +$470K +895 +3%
MSFS
783
Main Street Financial Solutions
Pennsylvania
$17.3M +$3.99M +7,599 +33%
PR
784
Payden & Rygel
California
$17.3M +$161K +306 +1%
VFG
785
Victory Financial Group
Texas
$17.2M -$3.32M -6,314 -17%
RPCA
786
Running Point Capital Advisors
California
$17.2M +$3.2M +6,085 +25%
AWM
787
Axxcess Wealth Management
California
$17.1M +$4.1M +7,796 +35%
SAF
788
Smith Anglin Financial
Texas
$17M -$1.25M -2,379 -7%
PFM
789
Peak Financial Management
Massachusetts
$17M -$224K -426 -1%
GWA
790
Gutierrez Wealth Advisory
Arkansas
$17M -$308K -586 -2%
AG
791
Ascent Group
Virginia
$16.9M -$358K -682 -2%
MWM
792
Meridian Wealth Management
Kentucky
$16.9M +$685K +1,304 +5%
TFS
793
Thoroughbred Financial Services
Tennessee
$16.8M -$726K -1,381 -4%
FA
794
Fedenia Advisers
Wisconsin
$16.8M +$2.14M +4,079 +16%
CCT
795
Capital City Trust
Florida
$16.8M -$168K -320 -1%
LPAM
796
Lodestar Private Asset Management
California
$16.8M -$258K -490 -2%
DKCM
797
Davidson Kahn Capital Management
California
$16.8M +$1.52M +2,900 +11%
IAA
798
Ironsides Asset Advisors
North Carolina
$16.7M – – –
BIM
799
Bridges Investment Management
Nebraska
$16.7M -$87.8K -167 -0.6%
PCA
800
Prosperity Capital Advisors
Ohio
$16.5M +$12.9M +24,640 +563%
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