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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
876
KWB Wealth
California
$9.87M -$132K -259 -1%
NRI
877
NFP Retirement Inc
California
$9.84M +$418K +822 +5%
FC
878
Family CFO
California
$9.83M -$16.8K -33 -0.2%
KFG
879
Kingdom Financial Group
Arizona
$9.81M -$73.2K -144 -0.8%
FTUS
880
Flow Traders U.S.
New York
$9.8M +$5.04M +9,909 +114%
DCM
881
Disciplina Capital Management
Tennessee
$9.74M – – –
IIM
882
InTrack Investment Management
Vermont
$9.68M -$133K -262 -1%
GAM
883
Gotham Asset Management
New York
$9.68M +$3.23M +6,357 +53%
SAM
884
Silvercrest Asset Management
New York
$9.66M +$4.27M +8,410 +85%
SDWMA
885
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.6M -$1.78M -3,493 -16%
RWM
886
Rockwood Wealth Management
Pennsylvania
$9.6M +$1.1M +2,167 +14%
NEWAS
887
N.E.W. Advisory Services
Wisconsin
$9.58M +$707K +1,391 +8%
VCM
888
Viewpoint Capital Management
Washington
$9.55M +$18.3K +36 +0.2%
OA
889
Operose Advisors
Wisconsin
$9.51M +$1.26M +2,469 +16%
CW
890
CreativeOne Wealth
Kansas
$9.5M +$1.8M +3,547 +25%
GAG
891
GM Advisory Group
New York
$9.48M -$96.6K -190 -1%
CCA
892
Cobblestone Capital Advisors
New York
$9.48M +$25.9K +51 +0.3%
LWIC
893
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.46M – – –
VWA
894
Visionary Wealth Advisors
Illinois
$9.45M +$718K +1,412 +9%
MSFS
895
Main Street Financial Solutions
Pennsylvania
$9.41M +$726K +1,428 +9%
FUBT
896
First United Bank & Trust
Maryland
$9.38M +$419K +825 +5%
DWM
897
Defined Wealth Management
Oregon
$9.37M +$202K +398 +2%
GWM
898
Greenhouse Wealth Management
Connecticut
$9.33M -$221K -435 -2%
BA
899
Bridgewater Advisors
New York
$9.31M +$11.7K +23 +0.1%
SBH
900
Segall Bryant & Hamill
Illinois
$9.29M +$8.95M +17,607 New
34 35
36
37 38