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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2026
Waycross Investment Management
Washington
$261K +$262K +743 New
IIC
2027
Ironwood Investment Counsel
Arizona
$261K -$491K -1,389 -65%
SOAG
2028
Silver Oak Advisory Group
Oregon
$260K +$262K +741 New
GAM
2029
Grandview Asset Management
Pennsylvania
$259K +$2.12K +6 +0.8%
AHC
2030
Anderson Hoagland & Co
Missouri
$259K – – –
CA
2031
Corrado Advisors
New Jersey
$258K -$43.1K -122 -14%
CWM
2032
Cranbrook Wealth Management
Michigan
$256K – – –
MIM
2033
Moseley Investment Management
Florida
$256K -$3.53K -10 -1%
CAM
2034
Clark Asset Management
New Hampshire
$256K +$257K +728 New
PEA
2035
Park Edge Advisors
Ohio
$255K +$256K +726 New
CISOA
2036
Capital Investment Services of America
Wisconsin
$255K +$16.6K +47 +7%
CAM
2037
Covenant Asset Management
New Jersey
$254K -$14.1K -40 -5%
GM
2038
GeoWealth Management
Illinois
$253K +$254K +720 New
AA
2039
Ashford Advisors
New York
$253K – – –
LI
2040
Lafayette Investments
Maryland
$252K -$17.3K -49 -6%
GA
2041
Greenspring Advisors
Maryland
$252K -$32.5K -92 -11%
EAM
2042
Empirical Asset Management
Massachusetts
$251K +$25.1K +71 +10%
AWM
2043
Ameliora Wealth Management
Switzerland
$249K +$251K +710 New
SC
2044
Soundwatch Capital
Connecticut
$248K +$34.6K +98 +3%
FF
2045
Fluent Financial
Texas
$247K – – –
FM
2046
Foster & Motley
Ohio
$245K -$85.5K -242 -26%
WCA
2047
Waypoint Capital Advisors
Minnesota
$243K +$245K +693 New
JC
2048
Jentner Corp
Ohio
$242K +$243K +688 New
AIM
2049
Arcadia Investment Management
Michigan
$241K – – –
CBOR
2050
Community Bank of Raymore
Missouri
$241K -$18K -51 -7%
80 81
82
83 84