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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2026
Oakworth Capital
Alabama
$63K – – –
PWMG
2027
Prestige Wealth Management Group
New Jersey
$63K +$422 +1 +0.7%
VCM
2028
Vigilant Capital Management
Maine
$60K +$57.8K +137 New
MHR
2029
Matthew Hamilton Rosenberg
$58K – – –
PP
2030
PFS Partners
New Jersey
$55K +$53.2K +126 New
BAM
2031
Bellevue Asset Management
Washington
$55K – – –
MAM
2032
McCarthy Asset Management
California
$55K – – –
NIC
2033
Northwest Investment Counselors
Oregon
$52K +$50.7K +120 New
FFA
2034
Freedman Financial Associates
Massachusetts
$50K – – –
PWC
2035
PYA Waltman Capital
Tennessee
$50K +$48.5K +115 New
TF
2036
TimeScale Financial
Massachusetts
$46K -$8.02K -19 -15%
STCOSD
2037
Sageworth Trust Company of South Dakota
South Dakota
$46K – – –
AWA
2038
Aquire Wealth Advisors
Utah
$46K +$44.3K +105 New
GGI
2039
Godsey & Gibb Inc
Virginia
$46K +$44.3K +105 New
WAM
2040
WFA Asset Management
Wisconsin
$45.1K +$43.5K +103 New
M
2041
MOTCO
Texas
$45K – – –
SMG
2042
Spectrum Management Group
Indiana
$45K +$3.8K +9 +9%
CWM
2043
CarsonAllaria Wealth Management
Illinois
$44K +$42.2K +100 New
JWBC
2044
John W. Brooker & Co
California
$42K – – –
KFS
2045
Kelly Financial Services
Massachusetts
$41.4K -$4.64K -11 -10%
MAWCM
2046
Mine & Arao Wealth Creation & Management
California
$39K +$4.22K +10 +13%
LWCFA
2047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K – – –
SC
2048
SouthState Corp
Florida
$38K – – –
WFS
2049
Widmann Financial Services
Maryland
$37K +$35.9K +85 New
SIAP
2050
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K – – –
80 81
82
83 84