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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Clifford Group
Massachusetts
$40.6M +$659K +1,060 +2%
JWM
552
Jackson Wealth Management
Florida
$40.6M +$2.38M +3,827 +6%
VA
553
Vident Advisory
Georgia
$40.6M +$6.45M +10,382 +19%
PL
554
Plancorp LLC
Missouri
$40.6M -$1.84M -2,962 -4%
CMAI
555
Capital Management Associates Inc
Minnesota
$40.5M +$11.5M +18,553 +40%
LIM
556
Leavell Investment Management
Alabama
$40.4M +$998K +1,606 +3%
AC
557
Apella Capital
Connecticut
$40.2M +$4.39M +7,060 +12%
OPW
558
Oxler Private Wealth
New York
$39.8M -$267K -429 -0.7%
CA
559
Claro Advisors
Massachusetts
$39.4M +$2.56M +4,114 +7%
AIP
560
Ameritas Investment Partners
Nebraska
$39M -$612K -985 -2%
FMP
561
Financial Management Professionals
Texas
$39M -$1.11M -1,793 -3%
DAS
562
Dynamic Advisor Solutions
Arizona
$38.5M +$20.4M +32,826 +115%
EFG
563
Ethos Financial Group
Pennsylvania
$38.5M -$403K -648 -1%
MWA
564
MFA Wealth Advisors
Pennsylvania
$38.3M +$1.61M +2,598 +4%
GG
565
GenWealth Group
New Jersey
$38.3M +$2.1M +3,377 +6%
BFO
566
Boston Family Office
Massachusetts
$38.3M +$2.22M +3,577 +6%
MWM
567
Modern Wealth Management
Kansas
$38.2M -$4.94M -7,948 -12%
JRPCML
568
J. R. Prunier Capital Management LLC
Massachusetts
$38.1M +$37.8M +60,796 New
FSA
569
Financial Sense Advisors
California
$38M +$736K +1,185 +2%
FW
570
Fairway Wealth
Ohio
$38M +$32.9K +53 +0.1%
AA
571
Aufman Associates
Pennsylvania
$38M -$428K -689 -1%
AFO
572
Aurelius Family Office
New Hampshire
$37.5M +$697K +1,121 +2%
TP
573
Thayer Partners
Pennsylvania
$37.4M +$37M +59,564 New
IA
574
IFG Advisory
Georgia
$37.3M +$2.71M +4,367 +8%
IIA
575
Integral Investment Advisors
California
$37.3M +$1.2M +1,924 +3%
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