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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
901
Weil Company
California
$11.4M +$4.88M +9,003 +74%
FHA
902
Flagship Harbor Advisors
Massachusetts
$11.4M +$127K +235 +1%
BCA
903
Bay Colony Advisors
Massachusetts
$11.3M +$721K +1,331 +7%
PF
904
Prosperitas Financial
California
$11.3M +$275K +508 +2%
FSA
905
Fort Sheridan Advisors
Illinois
$11.2M +$876K +1,617 +8%
VWA
906
Visionary Wealth Advisors
Illinois
$11.2M +$1.53M +2,820 +16%
FPWM
907
Five Pine Wealth Management
Idaho
$11.2M +$11.2M +20,720 New
MPWT
908
MassMutual Private Wealth & Trust
Connecticut
$11.2M +$8.65M +15,970 +337%
BTIM
909
BancFirst Trust & Investment Management
Oklahoma
$11.1M – – –
SCP
910
Sivia Capital Partners
California
$11.1M +$69.3K +128 +0.6%
NEWAS
911
N.E.W. Advisory Services
Wisconsin
$11.1M +$1.3M +2,399 +13%
PCM
912
Prospera Capital Management
Arizona
$11M +$11.1M +20,481 New
WT
913
Whittier Trust
California
$11M -$348K -643 -3%
SC
914
Sapient Capital
Indiana
$11M +$5.42M +10,001 +96%
CAM
915
Cozad Asset Management
Illinois
$11M +$3.06M +5,646 +38%
MCM
916
Mendel Capital Management
Arkansas
$10.9M +$2.55M +4,716 +30%
LPT
917
Legacy Private Trust
Wisconsin
$10.9M +$430K +794 +4%
RYIA
918
Roehl & Yi Investment Advisors
Oregon
$10.8M +$66.3M +122,319 New
YP
919
YANKCOM Partnership
South Dakota
$10.8M +$10.9M +20,128 New
LWP
920
Laurel Wealth Planning
Minnesota
$10.8M +$276K +510 +3%
MAA
921
Matrix Asset Advisors
New York
$10.8M +$429K +792 +4%
CAG
922
Csenge Advisory Group
Florida
$10.8M -$186K -344 -2%
ACP
923
Aveo Capital Partners
Colorado
$10.8M +$257K +475 +2%
TI
924
Tidal Investments
Wisconsin
$10.6M +$7.68M +14,186 +255%
BBWP
925
Beacon Bridge Wealth Partners
Pennsylvania
$10.6M -$73.1K -135 -0.7%
35 36
37
38 39