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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
301
Goldstone Financial Group
Illinois
$51.3M +$1.29M +3,157 +3%
CFGSD
302
Compass Financial Group (South Dakota)
South Dakota
$50.8M +$2.15M +5,252 +5%
SL
303
Salomon & Ludwin
Virginia
$50.2M – – –
TCB
304
Texas Capital Bancshares
Texas
$50M +$15.6M +38,017 +50%
FW
305
Fidato Wealth
Ohio
$49.9M +$46.8M +114,214 New
MA
306
MJP Associates
Connecticut
$49.8M +$515K +1,257 +1%
FCI
307
Financial Counselors Inc
Kansas
$49.1M +$10.2M +24,834 +28%
IAA
308
Independent Advisor Alliance
North Carolina
$49M +$23.9M +58,330 +98%
SIA
309
Strategic Investment Advisors
Michigan
$48.9M +$4.48M +10,951 +11%
FFB
310
First Financial Bankshares
Texas
$48.8M +$45.8M +111,799 New
CA
311
CoreCap Advisors
Michigan
$48.6M -$1.58M -3,860 -3%
NFG
312
Nadler Financial Group
Illinois
$47.9M +$1.89M +4,611 +4%
BC
313
Brio Consultants
California
$47.8M +$561K +1,370 +1%
BP
314
Ballentine Partners
Massachusetts
$47.6M -$638K -1,559 -1%
FFA
315
Fragasso Financial Advisors
Pennsylvania
$47M -$547K -1,337 -1%
CFIA
316
Cantor Fitzgerald Investment Advisors
New York
$46.9M +$43.9M +107,323 New
LP
317
LGL Partners
Pennsylvania
$46.6M +$41.8M +102,082 +2,200%
PWS
318
Paragon Wealth Strategies
Florida
$46.6M +$42.9M +104,713 +5,409%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$46.5M -$3.03M -7,394 -6%
PLU
320
Performa Ltd (US)
South Carolina
$46.3M -$2.86M -6,995 -6%
KV
321
Kickstand Ventures
New York
$46.1M +$7.85M +19,179 +22%
BP
322
BCK Partners
New York
$45.7M -$795K -1,942 -2%
MIC
323
Means Investment Company
Maine
$45.6M +$6.33M +15,465 +17%
SCM
324
Steele Capital Management
Iowa
$45.4M +$42.6M +103,934 New
NYLIC
325
New York Life Insurance Company
New York
$45.1M -$256M -626,509 -86%
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