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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Cranbrook Wealth Management
Michigan
$275K – – –
HG
2027
Harbor Group
New Hampshire
$274K +$267K +729 New
WI
2028
WBI Investments
New Jersey
$274K +$267K +729 New
PEA
2029
Park Edge Advisors
Ohio
$273K – – –
CISOA
2030
Capital Investment Services of America
Wisconsin
$273K – – –
LWCFA
2031
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K -$204K -555 -43%
AA
2032
Ashford Advisors
New York
$271K – – –
RWM
2033
Revisor Wealth Management
Ohio
$271K +$264K +719 New
WIM
2034
Waycross Investment Management
Washington
$270K -$8.8K -24 -3%
SWP
2035
Semus Wealth Partners
Florida
$270K -$11K -30 -4%
SOAG
2036
Silver Oak Advisory Group
Oregon
$270K -$7.7K -21 -3%
LFG
2037
Lockerman Financial Group
California
$269K -$27.5K -75 -9%
SS
2038
Sound Stewardship
Kansas
$269K -$22.7K -62 -8%
C
2039
CEDRUS
Colorado
$267K +$31.5K +86 +14%
MCM
2040
Maple Capital Management
Vermont
$267K +$31.5K +86 +14%
BWA
2041
BDO Wealth Advisors
Florida
$266K +$158K +431 +156%
AFG
2042
ABLE Financial Group
Arizona
$266K +$259K +707 New
BA
2043
Ballew Advisors
Mississippi
$264K +$241K +657 New
TCM
2044
Telos Capital Management
California
$264K -$168K -458 -39%
VDI
2045
Vaughan David Investments
Illinois
$263K -$186K -508 -42%
MHR
2046
Matthew Hamilton Rosenberg
$262K +$149K +406 +140%
WCA
2047
Waypoint Capital Advisors
Minnesota
$261K +$367 +1 +0.1%
GBWM
2048
Granite Bay Wealth Management
New Hampshire
$260K +$254K +692 New
VFPW
2049
Vantage Financial Partners (Wisconsin)
Wisconsin
$259K +$24.2K +66 +11%
JC
2050
Jentner Corp
Ohio
$259K – – –
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