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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
451
Kearns & Associates
California
$54.2M -$149K -239 -0.3%
PP
452
Prudential plc
United Kingdom
$54.1M -$14.2M -22,660 -20%
FCH
453
Freestone Capital Holdings
Washington
$54M +$1.57M +2,504 +3%
NB
454
Nicolet Bankshares
Wisconsin
$54M +$25.6M +40,986 +84%
HSA
455
HBK Sorce Advisory
Pennsylvania
$53.8M +$879K +1,405 +2%
TWP
456
Triad Wealth Partners
Kansas
$53.7M +$29.4M +47,000 +110%
WSWA
457
Warren Street Wealth Advisors
California
$53.7M -$933K -1,492 -2%
SFA
458
Souders Financial Advisors
Ohio
$53.6M -$1.86M -2,973 -3%
AC
459
Apella Capital
Connecticut
$53.4M +$11.1M +17,738 +28%
RWA
460
Rooted Wealth Advisors
Illinois
$53.2M -$67.5K -108 -0.1%
JFG
461
Jefferies Financial Group
New York
$52.4M -$27.4M -43,776 -33%
AAMA
462
Advanced Asset Management Advisors
Ohio
$52.3M +$66.3K +106 +0.1%
IWB
463
Innovative Wealth Building
Maryland
$51.8M +$3.53M +5,646 +7%
EWS
464
Eagle Wealth Strategies
New Jersey
$51.7M +$12.9M +20,554 +31%
SC
465
Steph & Co
Wisconsin
$51.3M +$6.28M +10,038 +13%
ATS
466
Ashton Thomas Securities
New York
$51.2M +$7.37M +11,782 +16%
TWC
467
TD Waterhouse Canada
Ontario, Canada
$51M -$6.07M -9,700 -10%
TWM
468
Topsail Wealth Management
North Carolina
$50.9M -$62.5K -100 -0.1%
DW30
469
Drucker Wealth 3.0
New Jersey
$50.9M +$724K +1,157 +1%
FIA
470
Foundations Investment Advisors
Arizona
$50.8M +$2.58M +4,127 +5%
HAS
471
HBW Advisory Services
California
$50.5M +$988K +1,580 +2%
BWM
472
Boyd Wealth Management
California
$50.1M +$1.38M +2,214 +3%
AG
473
AlTi Global
New York
$50M -$722K -1,154 -1%
CGA
474
Crescent Grove Advisors
Illinois
$49.9M +$19.4K +31 +0%
TAMH
475
Taikang Asset Management (HK)
Hong Kong
$49.8M – – –
17 18
19
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