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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
2026
Northwest Bank & Trust
Iowa
$349K +$330K +856 New
LWCFA
2027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$348K +$51.7K +134 +19%
SFI
2028
SPC Financial Inc
Maryland
$347K +$20.1K +52 +6%
MCIA
2029
Mountain Capital Investment Advisors
Colorado
$347K +$36.6K +95 +13%
FAM
2030
Family Asset Management
South Carolina
$346K – – –
FW
2031
FirstPurpose Wealth
Utah
$346K +$43.6K +113 +15%
PCI
2032
Planning Center Inc
Illinois
$346K +$328K +849 New
CAM
2033
Covenant Asset Management
New Jersey
$345K +$4.63K +12 +1%
FWM
2034
Fingerlakes Wealth Management
New York
$345K – – –
HP
2035
Hyperion Partners
Pennsylvania
$345K – – –
CT
2036
Colonial Trust
South Carolina
$341K +$5.4K +14 +2%
AJ
2037
Ashburton (Jersey)
Jersey
$341K +$95.7K +248 +42%
MLA
2038
My Legacy Advisors
Oregon
$340K +$74.8K +194 +31%
C
2039
CEDRUS
Colorado
$338K +$45.9K +119 +17%
JFA
2040
JNBA Financial Advisors
Minnesota
$336K – – –
KM
2041
Kalos Management
Georgia
$335K – – –
OCM
2042
Orleans Capital Management
Louisiana
$332K +$315K +816 New
WBC
2043
West Branch Capital
Massachusetts
$332K – – –
PFP
2044
Paragon Financial Partners
California
$332K -$112K -291 -26%
HIC
2045
Holderness Investments Company
North Carolina
$332K +$4.63K +12 +1%
LWM
2046
Lodestone Wealth Management
Washington
$331K -$9.64K -25 -3%
SAM
2047
Strategy Asset Managers
California
$330K +$19.3K +50 +7%
S
2048
SimplyRich
California
$330K – – –
PCM
2049
Pennsylvania Capital Management
Pennsylvania
$330K – – –
LL
2050
LWMG LLC
Minnesota
$330K -$32.4K -84 -9%
80 81
82
83 84