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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
351
Savvy Advisors Inc
New York
$60.3M -$1.22M -2,260 -2%
SI
352
Stephens Inc
Arkansas
$59.9M +$3.06M +5,662 +5%
F4L
353
Fortune 45 LLC
Louisiana
$59.3M -$1.43M -2,641 -2%
SC
354
Sierra Capital
Florida
$59.1M +$775K +1,433 +1%
CW
355
Cook Wealth
North Carolina
$59.1M +$352K +651 +0.6%
FW
356
Fidato Wealth
Ohio
$59M +$1.4M +2,583 +2%
OFS
357
Oldfather Financial Services
Nebraska
$58.7M -$1.48M -2,733 -2%
PWM
358
Perigon Wealth Management
California
$58.6M -$2.97M -5,503 -5%
RIM
359
Redwood Investment Management
Arizona
$58.4M +$26.8M +49,618 +78%
NFG
360
Nadler Financial Group
Illinois
$58.3M -$672K -1,244 -1%
JRP
361
Jasper Ridge Partners
California
$57.8M -$4.08M -7,551 -6%
PG
362
Proffitt & Goodson
Tennessee
$57.4M +$3.03M +5,613 +5%
NP
363
NorthRock Partners
Minnesota
$57.1M -$812K -1,503 -1%
AFAS
364
Acorn Financial Advisory Services
Virginia
$56.5M -$16.6M -30,736 -22%
LSA
365
Lansing Street Advisors
Pennsylvania
$56.2M +$5.32M +9,850 +10%
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$56.1M -$8.84M -16,357 -13%
KPWS
367
Kestra Private Wealth Services
Texas
$55.7M -$8.29M -15,343 -12%
BHWM
368
Beaird Harris Wealth Management
Texas
$55.3M +$6.22M +11,503 +12%
ACA
369
Aptus Capital Advisors
Alabama
$55.3M +$6.35M +11,746 +12%
RC
370
Roundview Capital
New Jersey
$54.4M +$1.78M +3,288 +3%
IWC
371
Integrated Wealth Concepts
Massachusetts
$53.6M -$4.7M -8,696 -8%
FCI
372
Financial Counselors Inc
Kansas
$53.6M -$4.53M -8,377 -7%
SB
373
Strategic Blueprint
Georgia
$53.5M +$16M +29,612 +40%
NIM
374
Northeast Investment Management
Massachusetts
$53.1M -$210K -388 -0.4%
JWCA
375
J.W. Cole Advisors
Florida
$53M -$41.2M -76,267 -43%
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