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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
526
Oxler Private Wealth
New York
$39.1M -$253K -429 -0.7%
CG
527
Clifford Group
Massachusetts
$39M +$917K +1,555 +3%
GFG
528
Greenbush Financial Group
New York
$39M +$2.21M +3,747 +6%
TF
529
Trek Financial
Arizona
$38.9M +$21.9M +37,231 +141%
PAI
530
Pittenger & Anderson Inc
Nebraska
$38.9M -$476K -808 -1%
AIP
531
Ameritas Investment Partners
Nebraska
$38.7M -$1.52M -2,572 -4%
LIM
532
Leavell Investment Management
Alabama
$38.6M +$56K +95 +0.2%
UOC
533
University of Chicago
Illinois
$38.4M +$991K +1,681 +3%
OIS
534
Okabena Investment Services
Minnesota
$38.3M +$2.25M +3,816 +6%
QCM
535
QRG Capital Management
Illinois
$38.3M +$350K +593 +1%
PWS
536
Precision Wealth Strategies
Missouri
$38.3M -$3.02M -5,124 -8%
CWP
537
Curated Wealth Partners
California
$38.2M +$3.41M +5,791 +10%
MPW
538
MGO Private Wealth
California
$38.2M -$1.19M -2,026 -3%
EFG
539
Ethos Financial Group
Pennsylvania
$38.1M -$410K -695 -1%
AAM
540
Ameraudi Asset Management
New York
$37.6M -$16M -27,095 -31%
TWM
541
Topsail Wealth Management
North Carolina
$37.5M +$62.5K +106 +0.2%
AA
542
Aufman Associates
Pennsylvania
$37.5M -$385K -653 -1%
ORL
543
Oak Root LLC
California
$37.5M -$830K -1,408 -2%
JWM
544
Jackson Wealth Management
Florida
$37.3M -$13K -22 -0%
ALA
545
Atlas Legacy Advisors
California
$37.3M +$1.02M +1,738 +3%
FW
546
Fairway Wealth
Ohio
$37.1M +$5.73M +9,728 +19%
CW
547
CreativeOne Wealth
Kansas
$36.5M +$2.56M +4,345 +8%
SAM
548
Securian Asset Management
Minnesota
$36.5M +$1.98M +3,367 +6%
FSA
549
Financial Sense Advisors
California
$36.4M -$1.78M -3,013 -5%
CA
550
Claro Advisors
Massachusetts
$35.9M +$2.47M +4,185 +8%
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