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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
901
Payden & Rygel
California
$16.9M -$525K -845 -3%
CIM
902
Corda Investment Management
Texas
$16.9M +$9.32K +15 +0.1%
PFM
903
Peak Financial Management
Massachusetts
$16.9M -$993K -1,598 -6%
GT
904
Glenview Trust
Kentucky
$16.8M +$83.9K +135 +0.5%
RPCA
905
Running Point Capital Advisors
California
$16.8M -$2.4M -3,860 -13%
CB
906
Community Bank
New York
$16.8M -$12.4K -20 -0.1%
SC
907
Sapient Capital
Indiana
$16.8M +$1.61M +2,589 +11%
SLI
908
Sumitomo Life Insurance
Japan
$16.7M -$15.7M -25,200 -49%
GAG
909
GM Advisory Group
New York
$16.6M +$5.93M +9,541 +56%
WTA
910
Washington Trust Advisors
Massachusetts
$16.6M +$1.18M +1,902 +8%
CFMC
911
Curbstone Financial Management Corp
New Hampshire
$16.6M -$1.19M -1,918 -7%
FFA
912
Florida Financial Advisors
Florida
$16.6M +$837K +1,347 +5%
RPC
913
Rossmore Private Capital
Connecticut
$16.6M +$684K +1,100 +4%
EWM
914
Empirical Wealth Management
Washington
$16.6M +$387K +622 +2%
BW
915
Balance Wealth
Ohio
$16.5M -$2.03M -3,265 -11%
FPWM
916
FSB Premier Wealth Management
Iowa
$16.5M -$71.5K -115 -0.4%
BFG
917
Berger Financial Group
Minnesota
$16.4M -$285K -458 -2%
FHC
918
First Horizon Corporation
Tennessee
$16.3M +$13M +20,994 +414%
VFP
919
Vested Financial Planning
California
$16.3M +$881K +1,417 +6%
EHC
920
Everett Harris & Co
California
$16.3M +$376K +605 +2%
LPAM
921
Lodestar Private Asset Management
California
$16.3M -$176K -283 -1%
TW
922
TritonPoint Wealth
Maryland
$16.3M -$9.12M -14,678 -36%
IA
923
Intellus Advisors
Florida
$16.2M +$124K +200 +0.8%
AG
924
Ascent Group
Virginia
$16.2M +$675K +1,086 +4%
CC
925
Climber Capital
Switzerland
$16.2M +$16.4M +26,336 New
35 36
37
38 39