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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
876
Chris Bulman
California
$18M +$3.88M +6,241 +28%
CIA
877
Caerus Investment Advisors
Texas
$17.9M -$1.87M -3,002 -10%
FSA
878
Fort Sheridan Advisors
Illinois
$17.9M +$137K +221 +0.8%
EWA
879
Evolution Wealth Advisors
Florida
$17.9M -$152K -245 -0.9%
HTC
880
Haverford Trust Company
Pennsylvania
$17.8M +$189K +304 +1%
EP
881
Edgestream Partners
New Jersey
$17.8M +$12.1M +19,512 +220%
NFS
882
NewCorp Financial Services
Georgia
$17.8M +$17.6M +28,360 New
GWA
883
Gutierrez Wealth Advisory
Arkansas
$17.7M -$790K -1,271 -4%
MAA
884
Matrix Asset Advisors
New York
$17.7M +$549K +884 +3%
BCA
885
Bay Colony Advisors
Massachusetts
$17.6M +$1.64M +2,641 +10%
EWM
886
Elevatus Welath Management
New York
$17.5M -$4.47M -7,185 -20%
NEWAS
887
N.E.W. Advisory Services
Wisconsin
$17.5M +$1.61M +2,589 +10%
LTL
888
Lowery Thomas LLC
California
$17.5M -$171K -275 -1%
W
889
WorthPointe
California
$17.4M -$88.2K -142 -0.5%
CAM
890
Cozad Asset Management
Illinois
$17.3M +$1.18M +1,894 +7%
PGF
891
Plan Group Financial
Oklahoma
$17.3M -$271K -436 -2%
LBC
892
Lowe Brockenbrough & Co
Virginia
$17.2M +$8.08M +12,996 +90%
CAC
893
Certified Advisory Corp
Florida
$17.2M +$815K +1,311 +5%
MSFS
894
Main Street Financial Solutions
Pennsylvania
$17.2M -$2.24M -3,607 -12%
FHA
895
Flagship Harbor Advisors
Massachusetts
$17.1M +$407K +655 +2%
SCM
896
SOL Capital Management
Maryland
$17.1M +$180K +290 +1%
FFS
897
Founders Financial Securities
Maryland
$17.1M +$4.92M +7,918 +41%
ICCON
898
Investment Counsel Company of Nevada
Nevada
$17M +$152K +245 +0.9%
CPC
899
Cadia Private Client
New Jersey
$17M +$16.8M +27,054 New
AF
900
Advisornet Financial
Minnesota
$16.9M +$336K +541 +2%
34 35
36
37 38