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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FU
201
Fairfield University
Connecticut
$62.7M -$5.59M -15,824 -8%
CPIG
202
Chicago Partners Investment Group
Illinois
$62.4M +$4.79M +13,555 +9%
KHLMVGHM
203
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$62.1M – – –
CST
204
Charles Schwab Trust
Nevada
$61.8M -$2.1M -5,958 -3%
SFP
205
Sweet Financial Partners
Minnesota
$61.8M +$2.02M +5,728 +3%
ECG
206
Edge Capital Group
Georgia
$60.3M +$1.33M +3,765 +2%
CA
207
Cambridge Advisors
Nebraska
$60.3M -$950K -2,688 -2%
B
208
Bridgeworth
Alabama
$59.9M -$5.96M -16,874 -9%
DT
209
Daniels + Tansey
Delaware
$59.7M +$637K +1,803 +1%
MMA
210
Miracle Mile Advisors
California
$59M +$37.1M +105,089 +168%
CF
211
Cantor Fitzgerald
New York
$58.9M -$4.36M -12,349 -7%
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$57.8M +$11.6M +32,699 +25%
AFS
213
Amtrust Financial Services
New York
$57.6M – – –
MTWSIF
214
Mivtachim The Workers Social Insurance Fund
Israel
$57.6M -$2.44M -6,900 -4%
EWM
215
Evermay Wealth Management
Virginia
$56.8M -$348K -984 -0.6%
LSAG
216
Lake Street Advisors Group
New Hampshire
$56.2M +$3.6M +10,180 +7%
SCM
217
Stordahl Capital Management
Colorado
$55.3M +$959K +2,716 +2%
WWM
218
Wiser Wealth Management
Georgia
$55M +$3.27M +9,268 +6%
AIP
219
Ameritas Investment Partners
Nebraska
$54.9M -$2.47M -6,986 -4%
AFAS
220
Acorn Financial Advisory Services
Virginia
$54.7M +$2.58M +7,314 +5%
CG
221
Caprock Group
Idaho
$54.6M +$2.28M +6,453 +4%
WFA
222
WestHill Financial Advisors
California
$54.1M +$128K +362 +0.2%
AL
223
Aspiriant LLC
California
$52.9M -$479K -1,356 -0.9%
AFIMH
224
American Family Insurance Mutual Holding
Wisconsin
$51.9M +$24.6M +69,520 +89%
WB
225
Webster Bank
Connecticut
$51.4M +$514K +1,454 +1%
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9
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