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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
326
Orion Portfolio Solutions
Nebraska
$30.1M +$9.68M +26,402 +49%
BCI
327
Brinker Capital Investments
Pennsylvania
$30.1M +$21.5M +58,736 +276%
HTI
328
Hikari Tsushin Inc
Japan
$29.9M – – –
SC
329
Scotia Capital
Ontario, Canada
$29.9M -$7.85M -21,401 -21%
RFC
330
Regions Financial Corp
Alabama
$29.7M -$1.19M -3,233 -4%
AA
331
AJ Advisors
Tennessee
$29.6M +$1.55M +4,216 +6%
CL
332
Choreo LLC
Illinois
$29.5M +$3.34M +9,113 +13%
NIM
333
Northeast Investment Management
Massachusetts
$29.5M -$7.43M -20,252 -21%
OWM
334
Olympus Wealth Management
Utah
$29.5M -$2.04M -5,571 -7%
OL
335
Optas LLC
Texas
$29.5M -$3.42M -9,326 -11%
BP
336
BBR Partners
New York
$29.2M -$1.57M -4,286 -5%
SLF
337
Sun Life Financial
Ontario, Canada
$29M +$13.2K +36 +0%
PGWM
338
Parisi Gray Wealth Management
New Jersey
$29M -$769K -2,096 -3%
FSA
339
Financial Sense Advisors
California
$29M -$2.26M -6,171 -7%
CB
340
Commerce Bank
Missouri
$29M -$982K -2,677 -3%
EWP
341
Engrave Wealth Partners
Texas
$28.9M +$1.18M +3,221 +4%
FG
342
Fiduciary Group
Georgia
$28.2M -$171K -467 -0.6%
CGPCS
343
Capital Group Private Client Services
California
$28.2M -$13.4M -36,542 -33%
SPC
344
Sigma Planning Corp
Michigan
$28.2M +$3.15M +8,596 +13%
SFA
345
Souders Financial Advisors
Ohio
$28M +$1.57M +4,286 +6%
FWM
346
ForthRight Wealth Management
Georgia
$27.9M +$916K +2,499 +3%
TA
347
Tiedemann Advisors
New York
$27.9M -$78.9M -215,212 -74%
GT
348
Greenleaf Trust
Michigan
$27.9M +$15.4M +41,974 +130%
LWMNY
349
Landmark Wealth Management (New York)
New York
$27.9M +$5.98M +16,294 +28%
SAM
350
Securian Asset Management
Minnesota
$27.8M +$9.39M +25,600 +53%
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