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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
401
ForthRight Wealth Management
Georgia
$37.7M +$158K +345 +0.4%
ORL
402
Oak Root LLC
California
$37.6M +$6.25M +13,662 +21%
LSA
403
Lansing Street Advisors
Pennsylvania
$37.2M +$3.61M +7,879 +11%
TPCW
404
TD Private Client Wealth
New York
$36.7M +$2.33M +5,096 +7%
FG
405
Fiduciary Group
Georgia
$36.6M +$385K +842 +1%
OHIS
406
Oak Harvest Investment Services
Texas
$36.5M -$1.39M -3,033 -4%
LNC
407
Lincoln National Corp
Pennsylvania
$36.4M +$3.16M +6,915 +10%
BP
408
BBR Partners
New York
$36.4M -$214K -467 -0.6%
MCM
409
MAI Capital Management
Ohio
$36.2M +$22.5M +49,236 +188%
RA
410
RFG Advisory
Alabama
$36.2M -$2.88M -6,289 -8%
AAM
411
Ameraudi Asset Management
New York
$36.1M +$2.25M +4,922 +7%
MFIMFI
412
Mesirow Financial Investment Management - Fixed Income
Illinois
$36.1M -$677K -1,480 -2%
PFA
413
Pure Financial Advisors
California
$35.5M -$538K -1,175 -2%
SWM
414
SigFig Wealth Management
California
$35.4M -$4.93M -10,779 -13%
PGWM
415
Parisi Gray Wealth Management
New Jersey
$35.3M -$3.06M -6,677 -8%
MWC
416
MBM Wealth Consultants
Missouri
$35.3M +$5.95K +13 +0%
MWM
417
Modern Wealth Management
Kansas
$34.9M +$2.26M +4,946 +7%
GT
418
Greenleaf Trust
Michigan
$34.6M -$1.61M -3,510 -5%
LFGH
419
Lee Financial Group Hawaii
Hawaii
$34.4M -$90.6K -198 -0.3%
PFM
420
Phillips Financial Management
Indiana
$34.4M -$1.94M -4,246 -6%
CW
421
Cook Wealth
North Carolina
$34.3M +$2.51M +5,479 +8%
JFG
422
JDM Financial Group
Texas
$34.3M +$856K +1,871 +3%
SAM
423
Securian Asset Management
Minnesota
$34.2M +$371K +810 +1%
SFA
424
Souders Financial Advisors
Ohio
$33.9M -$617K -1,349 -2%
RA
425
Resolute Advisors
California
$33.9M +$1.02M +2,227 +3%
15 16
17
18 19