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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1476
Beam Wealth Advisors
Louisiana
$1.75M +$350K +856 +27%
AWA
1477
Aaron Wealth Advisors
Illinois
$1.75M +$4.09K +10 +0.2%
SIMG
1478
Sonora Investment Management Group
Arizona
$1.75M +$189K +462 +13%
TFGT
1479
TS Financial Group (TSFG)
Illinois
$1.75M +$909K +2,220 +124%
GHA
1480
GW Henssler & Associates
Georgia
$1.75M +$89.2K +218 +6%
MUAMU
1481
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.75M +$1.64M +4,000 New
LFA
1482
LifeGuide Financial Advisors
Pennsylvania
$1.74M -$389K -951 -19%
MCWS
1483
McKinley Carter Wealth Services
West Virginia
$1.74M +$21.7K +53 +1%
RWM
1484
Ritholtz Wealth Management
New York
$1.73M +$44.6K +109 +3%
FIB
1485
First Interstate Bank
Montana
$1.73M +$98.7K +241 +6%
PGA
1486
Portland Global Advisors
Maine
$1.72M -$48.3K -118 -3%
AFPL
1487
Advus Financial Partners, LLC
Florida
$1.71M -$260K -634 -14%
W
1488
WealthCollab
Washington
$1.71M +$1.6M +3,915 New
OA
1489
Oxbow Advisors
Texas
$1.7M +$68K +166 +4%
LWMM
1490
Legacy Wealth Management (Mississippi)
Mississippi
$1.7M – – –
BMM
1491
Buffington Mohr McNeal
Idaho
$1.7M -$49.5K -121 -3%
IAG
1492
Investment Advisory Group
Massachusetts
$1.69M +$40.5K +99 +3%
PA
1493
Paragon Advisors
Texas
$1.69M +$186K +455 +13%
BWM
1494
BKM Wealth Management
Wisconsin
$1.69M +$673M +1,644,982 New
SWM
1495
Segment Wealth Management
Texas
$1.68M +$687K +1,677 +77%
JWM
1496
Janiczek Wealth Management
Colorado
$1.68M +$188K +458 +14%
BFA
1497
Bill Few Associates
Pennsylvania
$1.67M +$702K +1,714 +81%
EW
1498
Enzi Wealth
Texas
$1.67M -$146K -357 -9%
VCM
1499
Violich Capital Management
California
$1.67M – – –
SCM
1500
Saxony Capital Management
Missouri
$1.66M +$1.55M +3,796 New
58 59
60
61 62