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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2026
Gould Asset Management
California
$579K -$4.09K -10 -0.7%
BFIC
2027
Bedell Frazier Investment Counselling
California
$577K -$2.05K -5 -0.4%
ACA
2028
Atlas Capital Advisors
Wyoming
$577K +$30.3K +74 +6%
MAM
2029
McLean Asset Management
Virginia
$575K +$4.5K +11 +0.8%
IAG
2030
Investmark Advisory Group
Connecticut
$575K +$538K +1,315 New
PCFFS
2031
Pacific Center for Financial Services
California
$572K +$1.64K +4 +0.3%
SFM
2032
Signet Financial Management
New Jersey
$570K – – –
RSA
2033
River Street Advisors
Illinois
$570K +$23.3K +57 +5%
CIAS
2034
CBIZ Investment Advisory Services
Ohio
$568K – – –
VDBMI
2035
Van Den Berg Management I
Texas
$560K +$517K +1,262 +6,010%
LAM
2036
Lakewood Asset Management
Illinois
$559K – – –
RPWA
2037
Regent Peak Wealth Advisors
Georgia
$558K -$76.6K -187 -13%
APW
2038
Austin Private Wealth
Texas
$553K +$147K +358 +39%
MW
2039
MBL Wealth
North Carolina
$551K +$68.4K +167 +15%
PFG
2040
Pacific Financial Group
Washington
$550K -$28.2K -69 -5%
OFP
2041
OLIO Financial Planning
Virginia
$550K -$3.27K -8 -0.6%
WTFG
2042
Wells Trecaso Financial Group
Ohio
$549K +$12.7K +31 +3%
OIM
2043
Opus Investment Management
Massachusetts
$546K -$90.1K -220 -15%
DCBT
2044
Dakota Community Bank & Trust
North Dakota
$546K +$41.8K +102 +9%
DWA
2045
Delap Wealth Advisory
Oregon
$545K +$298K +729 +140%
GP
2046
Girard Partners
Pennsylvania
$544K -$409 -1 -0.1%
HIG
2047
Heritage Investment Group
Florida
$542K – – –
VNA
2048
Valley National Advisers
Pennsylvania
$539K +$504K +1,230 +20,500%
MF
2049
Montis Financial
Massachusetts
$539K +$77.8K +190 +18%
SWIG
2050
Strategic Wealth Investment Group
Kentucky
$538K +$504K +1,232 New
80 81
82
83 84