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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
526
Oppenheimer & Co
New York
$32.4M +$1.61M +2,970 +5%
RCAG
527
Rehmann Capital Advisory Group
Michigan
$32.3M +$4.53M +8,363 +16%
SAM
528
Securian Asset Management
Minnesota
$32.1M +$276K +510 +0.9%
WA
529
Waverly Advisors
Alabama
$32.1M +$4.55M +8,394 +16%
AAS
530
Ameritas Advisory Services
Nebraska
$32M +$20.5M +37,846 +176%
IA
531
IFG Advisory
Georgia
$31.9M -$11.8M -21,855 -27%
GWM
532
Geneos Wealth Management
Colorado
$31.8M -$712K -1,315 -2%
IFS
533
Intelligent Financial Strategies
Minnesota
$31.6M -$28.2K -52 -0.1%
AFO
534
Aurelius Family Office
New Hampshire
$31.6M +$31.7M +58,594 New
EWM
535
Evercore Wealth Management
New York
$31.5M +$1.31M +2,424 +4%
SF
536
Synovus Financial
Georgia
$31.4M -$26.7M -49,340 -46%
FFB
537
First Financial Bankshares
Texas
$31.4M +$24.7M +45,545 +357%
LIM
538
Leavell Investment Management
Alabama
$31.3M +$901K +1,664 +3%
MPW
539
MGO Private Wealth
California
$31.1M +$105K +193 +0.3%
DAS
540
Diversify Advisory Services
Utah
$30.9M +$5.62M +10,383 +22%
CFGS
541
Concourse Financial Group Securities
Alabama
$30.7M +$596K +1,101 +2%
FMP
542
Financial Management Professionals
Texas
$30.6M +$970K +1,790 +3%
EWA
543
EverSource Wealth Advisors
Alabama
$30.5M +$7.21M +13,320 +31%
TWM
544
Topsail Wealth Management
North Carolina
$30.4M +$30.6M +56,494 New
RA
545
RFG Advisory
Alabama
$30.3M +$298K +551 +1%
BP
546
BBR Partners
New York
$30.2M -$10.6M -19,651 -26%
COCM
547
Charter Oak Capital Management
New Hampshire
$30.2M -$751K -1,386 -2%
AFG
548
Atomi Financial Group
New York
$30.2M +$12.8M +23,563 +72%
CA
549
Claro Advisors
Massachusetts
$30.2M +$1.01M +1,871 +3%
BMC
550
Bear Mountain Capital
Washington
$29.9M -$551K -1,018 -2%
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