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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1551
HCR Wealth Advisors
California
$5.12M +$186K +299 +4%
HA
1552
Hanover Advisors
South Carolina
$5.11M -$28K -45 -0.5%
XT
1553
XTX Topco
Cayman Islands
$5.11M +$5.06M +8,146 New
FDCP
1554
Foster Dykema Cabot & Partners
Massachusetts
$5.09M -$316K -509 -6%
MIM
1555
MetLife Investment Management
New Jersey
$5.08M -$1.57M -2,534 -24%
IMPI
1556
Ilmarinen Mutual Pension Insurance
Finland
$5.08M +$5.03M +8,092 New
BWAM
1557
Boyd Watterson Asset Management
Ohio
$5.07M – – –
OBWP
1558
O'Brien Wealth Partners
Massachusetts
$5.07M +$444K +714 +10%
XWM
1559
Xcel Wealth Management
Florida
$5.06M -$14.3K -23 -0.3%
MCA
1560
Magnolia Capital Advisors
Mississippi
$5.06M +$628K +1,010 +14%
JEST
1561
JTC Employer Solutions Trustee
Jersey
$5.05M – – –
LWM
1562
Liberty Wealth Management
California
$5.05M -$113K -182 -2%
BCMLT
1563
Beacon Capital Management LLC (Tennessee)
Tennessee
$5M +$176K +284 +4%
LEA
1564
Legacy Edge Advisors
New York
$4.99M -$74K -119 -1%
FA
1565
FSA Advisors
Michigan
$4.98M -$3.66M -5,893 -43%
IIM
1566
Invariant Investment Management
Pennsylvania
$4.97M +$4.84M +7,793 New
EWA
1567
Etesian Wealth Advisors
Oregon
$4.97M +$82K +132 +2%
CCM
1568
Charter Capital Management
Wisconsin
$4.96M +$195K +313 +4%
JCM
1569
Jacobi Capital Management
Pennsylvania
$4.96M -$64K -103 -1%
AMBIA
1570
Allen Mooney & Barnes Investment Advisors
Georgia
$4.94M +$323K +520 +7%
ML
1571
McAdam LLC
Pennsylvania
$4.94M +$326K +525 +7%
AFO
1572
Arrowroot Family Office
California
$4.92M -$747K -1,202 -13%
EFN
1573
Equita Financial Network
Pennsylvania
$4.92M +$1.13M +1,811 +30%
SHFG
1574
S Harris Financial Group
Texas
$4.9M +$4.85M +7,810 New
BFA
1575
Bill Few Associates
Pennsylvania
$4.9M +$241K +387 +5%
61 62
63
64 65