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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Aberdeen Wealth Management
Illinois
$29K – – –
ZC
2027
Zeit Capital
Colorado
$28K – – –
CWP
2028
Concord Wealth Partners
Virginia
$28K +$13.9K +37 +82%
DWA
2029
Dougherty Wealth Advisers
Minnesota
$27K +$29K +77 New
LCM
2030
Logan Capital Management
Pennsylvania
$26K – – –
WAM
2031
WFA Asset Management
Wisconsin
$25.4K -$11.7K -31 -30%
GCM
2032
Garland Capital Management
Washington
$25K – – –
HFA
2033
HC Financial Advisors
California
$25K – – –
GFP
2034
Gryphon Financial Partners
Ohio
$25K +$26.7K +71 New
CP
2035
Corbenic Partners
Pennsylvania
$24K – – –
CSWG
2036
Cardinal Strategic Wealth Guidance
Kentucky
$24K +$26.4K +70 New
PPWM
2037
PFG Private Wealth Management
Florida
$23K +$377 +1 +2%
FCMT
2038
Founders Capital Management (Texas)
Texas
$23K +$1.88K +5 +8%
CAM
2039
Costello Asset Management
Pennsylvania
$22K – – –
FM
2040
Family Management
New York
$22K – – –
HWM
2041
HighMark Wealth Management
Minnesota
$21K – – –
HFS
2042
HBC Financial Services
Washington
$20K – – –
GGI
2043
Godsey & Gibb Inc
Virginia
$18K +$20K +53 New
DWA
2044
Delos Wealth Advisors
Texas
$17K – – –
OAJ
2045
Ogorek Anthony Joseph
New York
$16K -$10.9K -29 -38%
TIM
2046
Tevis Investment Management
Texas
$16K +$1.51K +4 +9%
TCWA
2047
Ten Capital Wealth Advisors
Washington
$15K +$15.8K +42 New
MIM
2048
MTM Investment Management
South Carolina
$14K – – –
GWMIA
2049
Global Wealth Management Investment Advisory
Florida
$14K +$5.65K +15 +58%
SC
2050
SouthState Corp
Florida
$13K -$18.8K -50 -57%
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