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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2026
Howard Financial Services
Texas
$371K +$126K +308 +48%
LFA
2027
LGT Financial Advisors
Texas
$371K +$818 +2 +0.2%
NAM
2028
NorthCrest Asset Manangement
Minnesota
$368K -$114K -278 -23%
SSWM
2029
Smith Salley Wealth Management
North Carolina
$366K +$381K +932 New
CP
2030
Castleview Partners
Texas
$366K +$25.4K +62 +7%
NFSG
2031
Newbridge Financial Services Group
Florida
$365K +$162K +395 +74%
GCP
2032
GSA Capital Partners
United Kingdom
$364K +$87.5K +214 +30%
BLC
2033
Brown, Lisle/Cummings
Rhode Island
$362K – – –
EIA
2034
Eldridge Investment Advisors
New Hampshire
$362K -$12.3K -30 -3%
PA
2035
Perennial Advisors
New York
$362K +$12.3K +30 +3%
RVPG
2036
Relative Value Partners Group
$362K +$112K +275 +43%
MJRIC
2037
Mogy Joel R Investment Counsel
California
$361K -$7.36K -18 -2%
RA
2038
Riversedge Advisors
Delaware
$360K +$818 +2 +0.2%
APW
2039
Austin Private Wealth
Texas
$357K +$1.23K +3 +0.3%
APWA
2040
Atlas Private Wealth Advisors
New Jersey
$356K +$1.23K +3 +0.3%
LFP
2041
Leeward Financial Partners
Washington
$353K +$79.3K +194 +28%
BA
2042
Bellwether Advisors
Nebraska
$352K +$1.64K +4 +0.4%
AT
2043
Avalon Trust
New Mexico
$351K – – –
PG
2044
Patten Group
Tennessee
$350K – – –
APW
2045
Atlantic Private Wealth
North Carolina
$350K +$364K +891 New
DWM
2046
Darwin Wealth Management
Florida
$349K -$161K -394 -31%
OWA
2047
Octavia Wealth Advisors
Ohio
$348K +$85K +208 +31%
ODG
2048
O'Dell Group
Ohio
$348K +$409 +1 +0.1%
PCMC
2049
Paragon Capital Management (Colorado)
Colorado
$347K +$361K +884 New
SFS
2050
Stiles Financial Services
Minnesota
$347K – – –
80 81
82
83 84