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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
451
Level Financial Advisors
New York
$54.9M +$705K +1,128 +1%
OL
452
Optas LLC
Texas
$54.8M +$718K +1,148 +1%
3IP
453
3Chopt Investment Partners
Virginia
$54.8M +$4.16M +6,656 +8%
KA
454
Kearns & Associates
California
$54.2M -$149K -239 -0.3%
PP
455
Prudential plc
United Kingdom
$54.1M -$14.2M -22,660 -20%
FCH
456
Freestone Capital Holdings
Washington
$54M +$1.57M +2,504 +3%
NB
457
Nicolet Bankshares
Wisconsin
$54M +$25.6M +40,986 +84%
HSA
458
HBK Sorce Advisory
Pennsylvania
$53.8M +$879K +1,405 +2%
TWP
459
Triad Wealth Partners
Kansas
$53.7M +$29.4M +47,000 +110%
WSWA
460
Warren Street Wealth Advisors
California
$53.7M -$933K -1,492 -2%
SFA
461
Souders Financial Advisors
Ohio
$53.6M -$1.86M -2,973 -3%
AC
462
Apella Capital
Connecticut
$53.4M +$11.1M +17,738 +28%
RWA
463
Rooted Wealth Advisors
Illinois
$53.2M -$67.5K -108 -0.1%
JFG
464
Jefferies Financial Group
New York
$52.4M -$27.4M -43,776 -33%
AAMA
465
Advanced Asset Management Advisors
Ohio
$52.3M +$66.3K +106 +0.1%
IWB
466
Innovative Wealth Building
Maryland
$51.8M +$3.53M +5,646 +7%
EWS
467
Eagle Wealth Strategies
New Jersey
$51.7M +$12.9M +20,554 +31%
SC
468
Steph & Co
Wisconsin
$51.3M +$6.28M +10,038 +13%
ATS
469
Ashton Thomas Securities
New York
$51.2M +$7.37M +11,782 +16%
TWC
470
TD Waterhouse Canada
Ontario, Canada
$51M -$6.07M -9,700 -10%
TWM
471
Topsail Wealth Management
North Carolina
$50.9M -$62.5K -100 -0.1%
DW30
472
Drucker Wealth 3.0
New Jersey
$50.9M +$724K +1,157 +1%
FIA
473
Foundations Investment Advisors
Arizona
$50.8M +$2.58M +4,127 +5%
HAS
474
HBW Advisory Services
California
$50.5M +$988K +1,580 +2%
BWM
475
Boyd Wealth Management
California
$50.1M +$1.38M +2,214 +3%
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