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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
826
Smith Shellnut Wilson
Mississippi
$8.16M +$103K +251 +1%
CF
827
Copperwynd Financial
Arizona
$8.13M +$461K +1,127 +6%
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$8.13M +$5.51M +13,452 +261%
IIM
829
InTrack Investment Management
Vermont
$8.09M +$865K +2,112 +13%
CSPIA
830
Cary Street Partners Investment Advisory
Virginia
$8.08M +$1.05M +2,565 +16%
WWM
831
Western Wealth Management
Colorado
$8.05M +$1.19M +2,903 +19%
LPT
832
Legacy Private Trust
Wisconsin
$8.03M -$570K -1,392 -7%
HIA
833
Harbor Investment Advisory
Maryland
$8.01M +$1.79M +4,376 +31%
WMWM
834
Whitaker-Myers Wealth Managers
Ohio
$8.01M +$97.8K +239 +1%
AFGAS
835
Allegiance Financial Group Advisory Services
Virginia
$7.99M -$65.9K -161 -0.9%
CFGS
836
Concourse Financial Group Securities
Alabama
$7.96M +$2.52M +6,165 +40%
ACI
837
Alpha Cubed Investments
California
$7.96M -$845K -2,065 -10%
VCM
838
Viewpoint Capital Management
Washington
$7.89M +$185K +452 +3%
LNWWM
839
Laird Norton Wetherby Wealth Management
California
$7.86M +$895K +2,186 +14%
TWM
840
Thrive Wealth Management
Pennsylvania
$7.85M -$241K -588 -3%
UOC
841
University of Chicago
Illinois
$7.81M -$15.6M -38,115 -68%
OFG
842
Oxford Financial Group
Indiana
$7.81M -$108K -265 -1%
LWIC
843
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.8M – – –
FEG
844
Financial Enhancement Group
Indiana
$7.78M +$2.44M +5,949 +50%
HH
845
Hilltop Holdings
Texas
$7.72M +$895K +2,186 +14%
RPCA
846
Running Point Capital Advisors
California
$7.7M +$6.05M +14,785 +520%
HF
847
Halpern Financial
Virginia
$7.68M +$1.93M +4,716 +36%
SIA
848
Sage Investment Advisers
New York
$7.67M +$5.79M +14,147 +416%
WSCM
849
Wellington Shields Capital Management
New York
$7.66M +$130K +318 +2%
BJL
850
Brighton Jones LLC
Washington
$7.64M +$90.1K +220 +1%
32 33
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