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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
326
Mayport LLC
Massachusetts
$25.2M -$1.34M -3,570 -5%
BF
327
BOK Financial
Oklahoma
$25M +$3M +7,954 +12%
PFM
328
Phillips Financial Management
Indiana
$24.9M +$598K +1,587 +2%
BC
329
Bowman & Company
Wisconsin
$24.8M -$3.41M -9,052 -11%
SWM
330
SigFig Wealth Management
California
$24.8M +$1.35M +3,576 +6%
AA
331
Aufman Associates
Pennsylvania
$24.7M -$151K -400 -0.6%
FWM
332
ForthRight Wealth Management
Georgia
$24.4M +$1.26M +3,351 +5%
CPW
333
Crestmont Private Wealth
Texas
$24.4M +$907K +2,408 +4%
IA
334
IFG Advisory
Georgia
$24.3M +$549K +1,458 +2%
AA
335
Alta Advisers
United Kingdom
$24.3M -$6.51M -17,283 -20%
RFC
336
Regions Financial Corp
Alabama
$24.1M -$618K -1,640 -2%
SPC
337
Sigma Planning Corp
Michigan
$23.9M +$2.72M +7,225 +12%
AW
338
Avion Wealth
Texas
$23.8M -$126K -335 -0.5%
SWM
339
Selective Wealth Management
Virginia
$23.5M +$21.4M +56,724 +516%
CI
340
Conning Inc
Connecticut
$23.2M -$649K -1,722 -3%
PLU
341
Performa Ltd (US)
South Carolina
$23.2M +$13.8M +36,534 +120%
NIM
342
Northeast Investment Management
Massachusetts
$23.1M +$2.23M +5,918 +10%
WSWA
343
Warren Street Wealth Advisors
California
$23.1M +$1.05M +2,779 +4%
AWM
344
Angeles Wealth Management
California
$22.7M +$59.5K +158 +0.2%
CL
345
Choreo LLC
Illinois
$22.6M -$2.53M -6,725 -9%
AAM
346
Ameraudi Asset Management
New York
$22.3M -$3.41M -9,040 -12%
SFA
347
Souders Financial Advisors
Ohio
$22.2M +$1.55M +4,127 +7%
SW
348
SVB Wealth
Massachusetts
$22.2M +$2.63M +6,984 +12%
SLF
349
Sun Life Financial
Ontario, Canada
$22M +$8.24M +21,861 +53%
RH
350
RFG Holdings
Texas
$21.9M -$7.16M -19,003 -23%
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