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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
451
Cardiff Park Advisors
California
$30.6M +$29.2M +63,707 New
HAS
452
HBW Advisory Services
California
$30.4M – – –
QWP
453
Quotient Wealth Partners
Texas
$30.3M -$44.4M -96,973 -61%
AWM
454
Avior Wealth Management
Nebraska
$30.3M +$1.06M +2,321 +4%
RWG
455
Ratio Wealth Group
Colorado
$30.1M +$776K +1,696 +3%
BFG
456
Bleakley Financial Group
New Jersey
$29.8M +$342K +748 +1%
PWM
457
Prosperity Wealth Management
California
$29.7M +$22.6M +49,343 +396%
VA
458
Vident Advisory
Georgia
$29.7M +$2.6M +5,671 +10%
BRWA
459
B. Riley Wealth Advisors
Florida
$29.6M +$1.53M +3,351 +5%
ABC
460
Associated Banc-Corp
Wisconsin
$29.2M -$85.6K -187 -0.3%
WPA
461
West Paces Advisors
Georgia
$28.9M +$1.55M +3,396 +6%
BSW
462
Buckingham Strategic Wealth
Missouri
$28.8M +$1.56M +3,417 +6%
COCM
463
Charter Oak Capital Management
New Hampshire
$28.8M -$322K -703 -1%
TF
464
Tenon Financial
New Jersey
$28.5M +$27.2M +59,383 New
CH
465
Canton Hathaway
Rhode Island
$28.5M – – –
SFG
466
Sage Financial Group
Pennsylvania
$28.3M +$16.5K +36 +0.1%
OC
467
Oppenheimer & Co
New York
$27.9M +$1.04M +2,280 +4%
CAG
468
Crestwood Advisors Group
Massachusetts
$27.9M +$1.99M +4,356 +8%
BHWM
469
Beaird Harris Wealth Management
Texas
$27.7M +$2.1M +4,593 +9%
IAA
470
Independent Advisor Alliance
North Carolina
$27.6M -$27.8M -60,774 -51%
ZIG
471
Zurich Insurance Group
Switzerland
$27.5M +$1.47M +3,210 +6%
BCM
472
Brookstone Capital Management
Illinois
$27.5M +$1.08M +2,352 +4%
SB
473
Strategic Blueprint
Georgia
$26.8M +$2.39M +5,219 +10%
ACA
474
Aspire Capital Advisors
Washington
$26.7M +$130K +283 +0.5%
IFS
475
Intelligent Financial Strategies
Minnesota
$26.6M +$6.66M +14,542 +36%
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