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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
976
ArchPoint Investors
Florida
$14.4M – – –
ES
977
Eagle Strategies
New York
$14.4M +$849K +1,366 +6%
MPWT
978
MassMutual Private Wealth & Trust
Connecticut
$14.4M +$9.82M +15,807 +222%
XFP
979
Xena Financial Planning
Oregon
$14.3M +$14.2M +22,843 New
SDWMA
980
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.2M +$1.21M +1,941 +9%
CA
981
Clune & Associates
Illinois
$14.2M +$2.95M +4,739 +26%
SC
982
Soundwatch Capital
Connecticut
$14.2M +$442K +711 +3%
SC
983
Schoolcraft Capital
Colorado
$14.2M -$293K -472 -2%
GCM
984
Gambit Capital Management
Tennessee
$14.2M +$14M +22,583 New
YP
985
YANKCOM Partnership
South Dakota
$14.2M +$681K +1,096 +5%
LWM
986
Luminvest Wealth Management
Arizona
$14.1M +$4.14M +6,663 +42%
PFGIA
987
Patriot Financial Group Insurance Agency
Massachusetts
$14M +$721K +1,160 +5%
SAS
988
Stelac Advisory Services
New York
$14M -$2.68M -4,315 -16%
GH
989
GAM Holding
Switzerland
$14M – – –
PCMM
990
Piedmont Capital Management (Montana)
Montana
$13.9M +$62.1K +100 +0.5%
RCA
991
Resonant Capital Advisors
Wisconsin
$13.9M -$179K -288 -1%
DCM
992
Disciplina Capital Management
Tennessee
$13.8M – – –
CIA
993
Covington Investment Advisors
Pennsylvania
$13.8M +$12.8M +20,583 +1,410%
MFT
994
Moisand Fitzgerald Tamayo
Florida
$13.8M -$903K -1,453 -6%
PS
995
Principal Securities
Iowa
$13.8M +$323K +520 +2%
LWPC
996
Legacy Wealth Partners (Colorado)
Colorado
$13.7M +$13.6M +21,896 New
WSFS
997
Wilmington Savings Fund Society
Delaware
$13.7M +$11.8K +19 +0.1%
PSCM
998
Per Stirling Capital Management
Texas
$13.7M +$910K +1,464 +7%
AFP
999
Ausdal Financial Partners
Iowa
$13.6M -$2.77M -4,457 -17%
E3F
1000
Eight 31 Financial
Texas
$13.6M +$77.1K +124 +0.6%
38 39
40
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