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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
901
Independent Family Office
New York
$14.5M +$3.03M +5,138 +28%
MFT
902
Moisand Fitzgerald Tamayo
Florida
$14.4M -$1.57M -2,658 -10%
BEI
903
Benjamin Edwards Inc
Missouri
$14.3M -$711K -1,207 -5%
LWP
904
Laurel Wealth Planning
Minnesota
$14.2M +$226K +383 +2%
SC
905
Schoolcraft Capital
Colorado
$14.2M -$829K -1,406 -6%
AI
906
ArchPoint Investors
Florida
$14.1M – – –
FTWA
907
Fifth Third Wealth Advisors
Ohio
$14.1M +$137K +232 +1%
FWI
908
Facet Wealth Inc
Maryland
$14M +$694K +1,177 +5%
RCA
909
Resonant Capital Advisors
Wisconsin
$13.8M -$242K -411 -2%
HIIFS
910
Harel Insurance Investments & Financial Services
Israel
$13.8M +$4.4M +7,472 +49%
CCA
911
Cobblestone Capital Advisors
New York
$13.8M -$363K -616 -3%
NRI
912
NFP Retirement Inc
California
$13.8M +$406K +689 +3%
AGP
913
Autumn Glory Partners
Texas
$13.8M +$2.39M +4,051 +22%
CB
914
Chris Bulman
California
$13.7M +$2.94M +4,986 +29%
PCM
915
Prospera Capital Management
Arizona
$13.7M -$226K -383 -2%
AGC
916
Aspen Grove Capital
Colorado
$13.6M +$348K +590 +3%
GH
917
GAM Holding
Switzerland
$13.6M – – –
PCMM
918
Piedmont Capital Management (Montana)
Montana
$13.6M +$602K +1,021 +5%
DCM
919
Disciplina Capital Management
Tennessee
$13.5M -$1.95M -3,300 -13%
MCM
920
Mendel Capital Management
Arkansas
$13.5M +$468K +794 +4%
CWM
921
Connecticut Wealth Management
Connecticut
$13.5M -$472K -801 -4%
SC
922
Soundwatch Capital
Connecticut
$13.5M -$1.28B -2,174,485 -99%
WSFS
923
Wilmington Savings Fund Society
Delaware
$13.4M -$58.8M -99,738 -82%
SFS
924
Sowell Financial Services
Arkansas
$13.2M -$256K -435 -2%
ES
925
Eagle Strategies
New York
$13.2M +$351K +595 +3%
35 36
37
38 39