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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1001
Traveka Wealth
California
$10.1M +$86.7K +165 +0.9%
MC
1002
McMorgan & Co
California
$10.1M -$475K -903 -5%
SAM
1003
SP Asset Management
California
$10M +$2.29M +4,356 +33%
AAP
1004
Arax Advisory Partners
Colorado
$9.99M +$1.55M +2,944 +24%
BCG
1005
Breakwater Capital Group
New Jersey
$9.97M -$220K -419 -2%
OFW
1006
Omnia Family Wealth
Florida
$9.95M +$3.98M +7,573 +77%
AIM
1007
Avity Investment Management
Connecticut
$9.93M +$292K +555 +3%
MIM
1008
MetLife Investment Management
New Jersey
$9.92M -$1.01M -1,925 -10%
CB
1009
Chris Bulman
California
$9.92M +$4.35M +8,270 +90%
VT
1010
Vise Technologies
New York
$9.92M +$9.18M +17,458 New
WMWM
1011
Whitaker-Myers Wealth Managers
Ohio
$9.9M +$739K +1,406 +9%
SJGA
1012
Stephen J. Garry & Associates
New York
$9.89M +$199K +379 +2%
MFG
1013
Magnus Financial Group
New York
$9.89M +$1.14M +2,171 +14%
FPWM
1014
Five Pine Wealth Management
Idaho
$9.89M +$148K +282 +2%
OWM
1015
Omnitrust Wealth Management
Florida
$9.86M +$7.54M +14,356 New
KW
1016
KWB Wealth
California
$9.85M +$12.1K +23 +0.1%
PTC
1017
Private Trust Company
Ohio
$9.84M +$226K +430 +3%
PP
1018
Patten & Patten
Tennessee
$9.82M +$4.73K +9 +0.1%
MWM
1019
Mission Wealth Management
California
$9.79M +$258K +490 +3%
FLPIM
1020
F.L. Putnam Investment Management
Massachusetts
$9.78M -$140K -267 -2%
RZH
1021
Relyea Zuckerberg Hanson
Connecticut
$9.78M +$1.61M +3,064 +22%
SYBT
1022
Stock Yards Bank & Trust
Kentucky
$9.77M -$187K -356 -2%
CAG
1023
Csenge Advisory Group
Florida
$9.75M -$966K -1,839 -9%
SWA
1024
Serenus Wealth Advisors
California
$9.75M +$175K +333 +2%
CA
1025
Clune & Associates
Illinois
$9.74M +$565K +1,076 +7%
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