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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1626
Aureus Asset Management
Massachusetts
$550K +$542K +1,325 New
AAP
1627
Arax Advisory Partners
Colorado
$549K -$27.4K -67 -5%
HVP
1628
Hudson Value Partners
Florida
$549K -$9.01K -22 -2%
CWA
1629
Clarity Wealth Advisors
California
$549K +$14.7K +36 +3%
SFG
1630
SNS Financial Group
Minnesota
$547K -$256K -625 -32%
IFO
1631
Independent Family Office
New York
$547K +$540K +1,318 New
CT
1632
Caldwell Trust
Florida
$540K +$30.3K +74 +6%
TAM
1633
Taurus Asset Management
New York
$540K – – –
SFM
1634
Signet Financial Management
New Jersey
$539K – – –
EGA
1635
Eagle Global Advisors
Texas
$538K +$409 +1 +0.1%
AA
1636
Axiom Advisory
California
$536K +$8.19K +20 +2%
DSN
1637
D. Scott Neal
Kentucky
$535K +$174K +425 +49%
CCB
1638
Country Club Bank
Missouri
$535K +$520K +1,270 New
FA
1639
Financial Advisors
Massachusetts
$534K – – –
CAP
1640
Columbia Advisory Partners
Washington
$532K -$29.5K -72 -5%
AR
1641
Apeiron RIA
Texas
$530K -$57.3K -140 -10%
WHG
1642
Westwood Holdings Group
Texas
$530K – – –
FCA
1643
FLC Capital Advisors
California
$529K – – –
FM
1644
Foster & Motley
Ohio
$529K +$521K +1,273 New
OFG
1645
Orcam Financial Group
California
$526K +$88K +215 +20%
RDFA
1646
Ritter Daniher Financial Advisory
Ohio
$524K -$25.4K -62 -5%
LIA
1647
LS Investment Advisors
Michigan
$524K – – –
MCP
1648
Mirador Capital Partners
California
$524K +$104K +255 +25%
GP
1649
Girard Partners
Pennsylvania
$523K +$97.4K +238 +23%
BTIM
1650
BancFirst Trust & Investment Management
Oklahoma
$520K – – –
64 65
66
67 68