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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1176
Arax Advisory Partners
Colorado
$6.33M +$2.75M +5,085 +70%
DOA
1177
D'Orazio & Associates
Virginia
$6.31M +$5.41K +10 +0.1%
SFO
1178
Stokes Family Office
Louisiana
$6.31M +$204K +377 +3%
GA
1179
GSG Advisors
New Jersey
$6.3M +$261K +482 +4%
FFA
1180
First Foundation Advisors
California
$6.29M -$1.2M -2,224 -15%
CB
1181
Cadence Bank
Mississippi
$6.29M -$133K -246 -2%
SCM
1182
Saxony Capital Management
Missouri
$6.27M +$2.62M +4,855 +66%
CPA
1183
Capital Planning Advisors
California
$6.25M +$469K +867 +8%
SIC
1184
Salem Investment Counselors
North Carolina
$6.24M +$114K +210 +2%
JIP
1185
Jaffetilchin Investment Partners
Florida
$6.2M +$3.63M +6,706 +125%
SIS
1186
Strategic Investment Solutions
Illinois
$6.19M +$2.18M +4,039 +50%
CWM
1187
Centurion Wealth Management
Virginia
$6.19M – – –
MPW
1188
Monterey Private Wealth
California
$6.19M -$240K -444 -4%
SC
1189
Saiph Capital
New Jersey
$6.18M -$155K -286 -2%
CCM
1190
Coerente Capital Management
Ontario, Canada
$6.17M -$378K -700 -6%
LA
1191
LexAurum Advisors
Kansas
$6.16M +$230K +425 +4%
FGWP
1192
Founders Grove Wealth Partners
Virginia
$6.15M +$878K +1,625 +16%
AIS
1193
American Investment Services
Massachusetts
$6.12M +$440K +814 +7%
CVA
1194
Central Valley Advisors
California
$6.12M +$3.86M +7,144 +150%
AWMS
1195
Advocacy Wealth Management Services
Georgia
$6.11M -$27.6K -51 -0.4%
PF
1196
Phoenix Financial
Israel
$6.1M -$496K -918 -7%
PFG
1197
PAX Financial Group
Texas
$6.09M -$377K -698 -6%
S
1198
Sunpointe
Missouri
$6.09M -$1.08K -2 -0%
BBPWM
1199
Blue Bell Private Wealth Management
Pennsylvania
$6.08M +$505K +934 +9%
GJIA
1200
Glass Jacobson Investment Advisors
Maryland
$6.03M – – –
46 47
48
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