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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
2026
John W. Brooker & Co
California
$33K – – –
SIAP
2027
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
RF
2028
Robbins Farley
New Hampshire
$31K -$9.04K -24 -21%
BRWM
2029
B. Riley Wealth Management
Tennessee
$30.5K +$666K +1,769 +14%
PWM
2030
Provident Wealth Management
Tennessee
$30K +$11.3K +30 +55%
AWM
2031
Aberdeen Wealth Management
Illinois
$29K – – –
ZC
2032
Zeit Capital
Colorado
$28K – – –
CWP
2033
Concord Wealth Partners
Virginia
$28K +$13.9K +37 +82%
DWA
2034
Dougherty Wealth Advisers
Minnesota
$27K +$29K +77 New
LCM
2035
Logan Capital Management
Pennsylvania
$26K – – –
WAM
2036
WFA Asset Management
Wisconsin
$25.4K -$11.7K -31 -30%
GCM
2037
Garland Capital Management
Washington
$25K – – –
HFA
2038
HC Financial Advisors
California
$25K – – –
GFP
2039
Gryphon Financial Partners
Ohio
$25K +$26.7K +71 New
CP
2040
Corbenic Partners
Pennsylvania
$24K – – –
CSWG
2041
Cardinal Strategic Wealth Guidance
Kentucky
$24K +$26.4K +70 New
PPWM
2042
PFG Private Wealth Management
Florida
$23K +$377 +1 +2%
FCMT
2043
Founders Capital Management (Texas)
Texas
$23K +$1.88K +5 +8%
CAM
2044
Costello Asset Management
Pennsylvania
$22K – – –
FM
2045
Family Management
New York
$22K – – –
HWM
2046
HighMark Wealth Management
Minnesota
$21K – – –
HFS
2047
HBC Financial Services
Washington
$20K – – –
GGI
2048
Godsey & Gibb Inc
Virginia
$18K +$20K +53 New
DWA
2049
Delos Wealth Advisors
Texas
$17K – – –
OAJ
2050
Ogorek Anthony Joseph
New York
$16K -$10.9K -29 -38%
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