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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
976
SouthState Corp
Florida
$10.8M -$1.53M -2,913 -13%
IFO
977
Independent Family Office
New York
$10.8M +$2.14M +4,069 +28%
GAG
978
GM Advisory Group
New York
$10.8M +$190K +361 +2%
EA
979
Eclectic Associates
California
$10.8M +$8.59M +16,349 +628%
BA
980
Bridgewater Advisors
New York
$10.7M +$52.6K +100 +0.5%
CS
981
Cannell & Spears
New York
$10.7M -$610K -1,160 -6%
BTIM
982
BancFirst Trust & Investment Management
Oklahoma
$10.7M -$118K -225 -1%
BRWA
983
B. Riley Wealth Advisors
Florida
$10.7M +$9.91M +18,859 New
LPT
984
Legacy Private Trust
Wisconsin
$10.6M -$932K -1,774 -9%
PIM
985
Pullen Investment Management
Florida
$10.6M -$142K -270 -1%
HAM
986
Hickory Asset Management
Ohio
$10.6M -$98.3K -187 -1%
NEPWA
987
New England Private Wealth Advisors
Massachusetts
$10.6M +$8.93K +17 +0.1%
SIM
988
Sentry Investment Management
Wisconsin
$10.5M -$300K -570 -3%
AGP
989
Autumn Glory Partners
Texas
$10.5M -$229K -435 -2%
ACM
990
Ategra Capital Management
Virginia
$10.4M -$1.97M -3,750 -17%
FHA
991
First Horizon Advisors
Tennessee
$10.3M -$198K -376 -2%
MCG
992
McCollum Christoferson Group
New York
$10.3M +$328K +624 +4%
WFA
993
Websterrogers Financial Advisors
South Carolina
$10.3M +$258K +490 +3%
IA
994
Integrity Alliance
Iowa
$10.2M -$1.64M -3,113 -15%
RWM
995
Rockwood Wealth Management
Pennsylvania
$10.2M -$2.64M -5,032 -22%
DWS
996
Discipline Wealth Solutions
South Carolina
$10.2M +$958K +1,823 +11%
CA
997
Continuum Advisory
Idaho
$10.2M +$2.45M +4,668 +35%
PVI
998
Pine Valley Investments
New Jersey
$10.2M +$467K +888 +5%
SMC
999
Smith, Moore & Co
Missouri
$10.2M +$73.6K +140 +0.8%
DWM
1000
Dakota Wealth Management
Florida
$10.1M -$115K -218 -1%
38 39
40
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