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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1076
Magnus Financial Group
New York
$11.2M +$464K +742 +4%
HI
1077
Horizon Investments
North Carolina
$11.2M +$3.07M +4,914 +36%
MWM
1078
Mission Wealth Management
California
$11.2M +$949K +1,518 +9%
CFD
1079
Creative Financial Designs
Indiana
$11.2M +$296K +473 +3%
SWA
1080
Serenus Wealth Advisors
California
$11.2M +$268K +428 +2%
VA
1081
Valor Advisors
Florida
$11.1M – – –
OP
1082
Oath Planning
Oklahoma
$11.1M +$1.97M +3,150 +20%
RIL
1083
Rothschild Investment LLC
Illinois
$11.1M +$689K +1,102 +6%
RT
1084
Rockland Trust
Massachusetts
$11.1M +$164K +262 +1%
FUBT
1085
First United Bank & Trust
Maryland
$11.1M -$1.34M -2,144 -10%
NWM
1086
Navigate Wealth Management
Alabama
$11M +$10.7M +17,044 New
CCM
1087
Cambridge Capital Management
Illinois
$11M +$993K +1,588 +9%
OCA
1088
OpenArc Corporate Advisory
Georgia
$10.9M +$1.33M +2,122 +13%
CCM
1089
Cannon Capital Management
Utah
$10.8M +$1.13M +1,804 +11%
CPWM
1090
Cypress Point Wealth Management
Texas
$10.8M -$203K -324 -2%
HOWA
1091
Hudson Oak Wealth Advisory
New Jersey
$10.7M +$156K +249 +1%
SFG
1092
Strive Financial Group
Indiana
$10.7M +$1.66M +2,656 +17%
APIM
1093
Agate Pass Investment Management
Washington
$10.7M +$4.83M +7,718 +76%
SAM
1094
SP Asset Management
California
$10.7M -$309K -494 -3%
CNBT
1095
Cornerstone National Bank & Trust
Illinois
$10.6M +$11M +17,626 New
WFA
1096
Wellspring Financial Advisors
Ohio
$10.6M -$8.2M -13,116 -4%
PTC
1097
Private Trust Company
Ohio
$10.6M -$363K -580 -3%
FPWM
1098
Five Pine Wealth Management
Idaho
$10.6M +$281K +449 +3%
NAMP
1099
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.6M +$546K +873 +5%
MWM
1100
Mittelman Wealth Management
Massachusetts
$10.6M -$435K -696 -4%
42 43
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45 46