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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
401
Phillips Financial Management
Indiana
$33.1M -$92.9K -227 -0.3%
SAG
402
SageView Advisory Group
California
$33M +$11.6M +28,226 +63%
GT
403
Greenleaf Trust
Michigan
$32.9M +$4.5K +11 +0%
FG
404
Fiduciary Group
Georgia
$32.9M +$129K +316 +0.4%
PFA
405
Pure Financial Advisors
California
$32.7M +$580K +1,416 +2%
NPT
406
National Philanthropic Trust
Pennsylvania
$32.5M +$30.4M +74,301 New
IA
407
IFG Advisory
Georgia
$32.3M +$610K +1,489 +2%
MA
408
Mutual Advisors
Nebraska
$32.3M -$171K -418 -0.6%
CB
409
Commerce Bank
Missouri
$32.3M +$1.1M +2,698 +4%
MMA
410
Miracle Mile Advisors
California
$31.6M -$9.55M -23,315 -24%
LA
411
LM Advisors
California
$31.4M +$29.4M +71,887 New
SFA
412
Souders Financial Advisors
Ohio
$31.4M +$341K +832 +1%
BRWA
413
B. Riley Wealth Advisors
Florida
$31.4M -$1.37M -3,351 -4%
LFGH
414
Lee Financial Group Hawaii
Hawaii
$31.3M +$178K +436 +0.6%
TPCW
415
TD Private Client Wealth
New York
$31.2M +$47.9K +117 +0.2%
OWM
416
Olympus Wealth Management
Utah
$31.1M -$846K -2,066 -3%
CCM
417
Ciovacco Capital Management
Georgia
$31M -$4.61M -11,256 -14%
LWMNY
418
Landmark Wealth Management (New York)
New York
$30.9M +$1.15M +2,818 +4%
SAM
419
Securian Asset Management
Minnesota
$30.7M -$901K -2,200 -3%
AAM
420
Ameraudi Asset Management
New York
$30.7M -$39.3K -96 -0.1%
GRP
421
Global Retirement Partners
California
$30.7M +$2.03M +4,968 +8%
AA
422
Aufman Associates
Pennsylvania
$30.6M -$138K -336 -0.5%
RWA
423
Rooted Wealth Advisors
Illinois
$30.6M +$3.48M +8,509 +14%
B
424
Bailard
California
$30.5M -$96.6K -236 -0.3%
CW
425
Cook Wealth
North Carolina
$30.5M +$4.87M +11,900 +21%
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