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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2026
LGT Financial Advisors
Texas
$371K +$818 +2 +0.2%
NAM
2027
NorthCrest Asset Manangement
Minnesota
$368K -$114K -278 -23%
SSWM
2028
Smith Salley Wealth Management
North Carolina
$366K +$381K +932 New
CP
2029
Castleview Partners
Texas
$366K +$25.4K +62 +7%
NFSG
2030
Newbridge Financial Services Group
Florida
$365K +$162K +395 +74%
GCP
2031
GSA Capital Partners
United Kingdom
$364K +$87.5K +214 +30%
BLC
2032
Brown, Lisle/Cummings
Rhode Island
$362K – – –
EIA
2033
Eldridge Investment Advisors
New Hampshire
$362K -$12.3K -30 -3%
PA
2034
Perennial Advisors
New York
$362K +$12.3K +30 +3%
RVPG
2035
Relative Value Partners Group
$362K +$112K +275 +43%
MJRIC
2036
Mogy Joel R Investment Counsel
California
$361K -$7.36K -18 -2%
RA
2037
Riversedge Advisors
Delaware
$360K +$818 +2 +0.2%
APW
2038
Austin Private Wealth
Texas
$357K +$1.23K +3 +0.3%
APWA
2039
Atlas Private Wealth Advisors
New Jersey
$356K +$1.23K +3 +0.3%
LFP
2040
Leeward Financial Partners
Washington
$353K +$79.3K +194 +28%
BA
2041
Bellwether Advisors
Nebraska
$352K +$1.64K +4 +0.4%
AT
2042
Avalon Trust
New Mexico
$351K – – –
PG
2043
Patten Group
Tennessee
$350K – – –
APW
2044
Atlantic Private Wealth
North Carolina
$350K +$364K +891 New
DWM
2045
Darwin Wealth Management
Florida
$349K -$161K -394 -31%
OWA
2046
Octavia Wealth Advisors
Ohio
$348K +$85K +208 +31%
ODG
2047
O'Dell Group
Ohio
$348K +$409 +1 +0.1%
PCMC
2048
Paragon Capital Management (Colorado)
Colorado
$347K +$361K +884 New
SFS
2049
Stiles Financial Services
Minnesota
$347K – – –
FF
2050
Fluent Financial
Texas
$347K +$151K +370 +72%
80 81
82
83 84