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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2026
Aviance Capital Partners
Florida
$2.75M -$132K -198 -5%
AWM
2027
Aries Wealth Management
Maine
$2.73M +$181K +271 +7%
BLWM
2028
Bucket List Wealth Management
Florida
$2.73M +$6.67K +10 +0.3%
LW
2029
Linscomb Wealth
Texas
$2.73M -$1.18M -1,774 -31%
UW
2030
Unique Wealth
Florida
$2.73M +$23.3K +35 +0.9%
BEW
2031
Burton Enright Welch
California
$2.72M +$167K +251 +7%
AR
2032
Advisory Research
Illinois
$2.71M -$2K -3 -0.1%
MFC
2033
Morris Financial Concepts
South Carolina
$2.71M +$44.7K +67 +2%
CWAG
2034
Compton Wealth Advisory Group
Virginia
$2.7M +$44.7K +67 +2%
ACA
2035
Alpha Capital Advisors
Maine
$2.7M +$58.7K +88 +2%
BAAM
2036
Baker Avenue Asset Management
California
$2.7M +$181K +271 +7%
SLC
2037
Second Line Capital
Louisiana
$2.69M +$358K +537 +16%
BFA
2038
Bragg Financial Advisors
North Carolina
$2.68M +$73.3K +110 +3%
LWM
2039
LJI Wealth Management
Indiana
$2.68M -$174K -261 -6%
LHEI
2040
Leo H. Evart Inc
California
$2.68M +$92K +138 +4%
SFGP
2041
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.68M +$30.7K +46 +1%
MB
2042
MidFirst Bank
Oklahoma
$2.67M – – –
CIA
2043
Compass Ion Advisors
Pennsylvania
$2.67M +$27.3K +41 +1%
FWP
2044
Flatrock Wealth Partners
California
$2.66M +$417K +625 +19%
GOCP
2045
Great Oak Capital Partners
Massachusetts
$2.66M -$667 -1 -0%
PWG
2046
Portside Wealth Group
Utah
$2.66M +$26.7K +40 +1%
MWM
2047
Mascoma Wealth Management
New Hampshire
$2.66M -$66K -99 -2%
BAWC
2048
Boyce & Associates Wealth Consulting
Texas
$2.66M +$446K +669 +21%
PWM
2049
PTM Wealth Management
United States
$2.66M +$18K +27 +0.7%
TAFW
2050
Tred Avon Family Wealth
Maryland
$2.65M -$69.3K -104 -3%
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