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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
676
Sequoia Financial Advisors
Ohio
$20.6M +$257K +474 +1%
GFP
677
Guardian Financial Partners
California
$20.6M -$455K -840 -2%
CG
678
Cynosure Group
Utah
$20.5M +$3.99M +7,367 +24%
EPM
679
Elm Partners Management
Pennsylvania
$20.5M +$4.41M +8,141 +27%
VP
680
Verum Partners
North Carolina
$20.5M +$1.45M +2,673 +8%
QWP
681
Quotient Wealth Partners
Texas
$20.4M +$1.35M +2,494 +7%
BWM
682
Benchmark Wealth Management
Connecticut
$20.4M +$24.4K +45 +0.1%
RWMH
683
Riverpoint Wealth Management Holdings
Illinois
$20.3M +$239K +441 +1%
TWP
684
Triad Wealth Partners
Kansas
$20.1M +$1.92M +3,540 +10%
BC
685
Bowman & Company
Wisconsin
$20.1M +$2.35M +4,332 +13%
CWG
686
Cornerstone Wealth Group
North Carolina
$20M +$612K +1,130 +3%
PA
687
Parallel Advisors
California
$20M +$506K +934 +3%
LFP
688
Lakeshore Financial Planning
Michigan
$19.9M +$511K +944 +3%
FOR
689
Family Office Research
Maryland
$19.8M +$19.9M +36,825 New
SLG
690
Stanley-Laman Group
Pennsylvania
$19.8M +$16.4M +30,271 +467%
ASN
691
Advisory Services Network
Georgia
$19.8M +$2.13M +3,941 +12%
FW
692
Fairway Wealth
Ohio
$19.7M +$2.3M +4,252 +13%
MA
693
Montag & Associates
Georgia
$19.6M -$260K -480 -1%
JAA
694
Joel Adams & Associates
North Carolina
$19.5M +$19.6M +36,204 New
WPW
695
Waldron Private Wealth
Pennsylvania
$19.4M -$539K -995 -3%
AF
696
Apexium Financial
Texas
$19.4M -$11.9K -22 -0.1%
FNT
697
First National Trust
Pennsylvania
$19.2M -$392K -723 -2%
HAC
698
Harbor Advisory Corp
New Hampshire
$19.2M -$4.33K -8 -0%
PB
699
Pinnacle Bancorp
Nebraska
$19.1M +$253K +467 +1%
SIG
700
Stonegate Investment Group
Alabama
$19M -$217K -400 -1%
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