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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
ForthRight Wealth Management
Georgia
$52.3M -$1.56M -2,337 -3%
A
527
Allianz
Germany
$52M +$17.9M +26,919 +55%
AAMA
528
Advanced Asset Management Advisors
Ohio
$51.6M -$8.33M -12,489 -14%
SL
529
Salomon & Ludwin
Virginia
$51.4M -$1.81M -2,722 -3%
SF
530
Steffes Financial
Kansas
$51.1M +$1.64M +2,454 +3%
LFG
531
Larson Financial Group
Missouri
$51M -$19M -28,500 -28%
T
532
TrustBank
Illinois
$51M +$1.06M +1,596 +2%
GT
533
GreatBanc Trust
Illinois
$50.9M -$159K -238 -0.3%
AP
534
Americana Partners
Texas
$50.8M +$1.14M +1,709 +2%
SMA
535
Sage Mountain Advisors
Georgia
$50.8M -$5.15M -7,720 -9%
GRP
536
Global Retirement Partners
California
$50.6M +$49.1M +73,634 New
MWC
537
MBM Wealth Consultants
Missouri
$50.3M -$445K -668 -0.9%
FWIA
538
Fort Washington Investment Advisors
Ohio
$50.2M -$4.84M -7,262 -9%
PCM
539
Parsons Capital Management
Rhode Island
$50.2M +$3.4M +5,097 +8%
SSWM
540
Sheets Smith Wealth Management
North Carolina
$49.9M -$1.09M -1,632 -2%
TCOTS
541
Trust Company of the South
North Carolina
$49.7M +$454K +681 +1%
SI
542
Seeds Investor
New York
$49.6M +$10.5M +15,738 +28%
GIO
543
Galilei Investment Office
United Kingdom
$49.4M +$573K +859 +1%
SIP
544
Sellwood Investment Partners
Oregon
$49.3M -$2.96M -4,445 -6%
SPC
545
Sigma Planning Corp
Michigan
$49.2M -$5.74M -8,607 -11%
MWA
546
MFA Wealth Advisors
Pennsylvania
$49M +$2.08M +3,123 +5%
BBP
547
Banco BTG Pactual
Brazil
$48.7M +$7.31M +10,966 +18%
CAG
548
Crestwood Advisors Group
Massachusetts
$48.7M +$684K +1,026 +1%
FPAS
549
Focus Partners Advisor Solutions
Missouri
$48.6M -$1.55M -2,329 -3%
LIM
550
Leavell Investment Management
Alabama
$48.5M +$1.83M +2,750 +4%
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