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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2026
RFP Financial Group
Georgia
$659K -$141K -307 -18%
TF
2027
TLWM Financial
Texas
$658K +$162K +354 +35%
WCM
2028
Wealthcare Capital Management
Virginia
$658K -$34.8K -76 -5%
CA
2029
CapWealth Advisors
Tennessee
$652K – – –
CC
2030
Capital Counsel
New York
$650K +$168K +368 +37%
VAG
2031
VisionPoint Advisory Group
Texas
$650K +$142K +311 +30%
BFIC
2032
Bedell Frazier Investment Counselling
California
$646K +$10.5K +23 +2%
SFG
2033
Synergy Financial Group
California
$645K +$2.75K +6 +0.4%
CIC
2034
Chilton Investment Company
Connecticut
$645K +$321K +701 +109%
BOSSRA
2035
B.O.S.S. Retirement Advisors
Utah
$645K -$15.8M -34,438 -96%
SS
2036
Sunbelt Securities
Texas
$644K -$4.12K -9 -0.7%
GA
2037
GFS Advisors
Texas
$644K -$229K -500 -27%
TVAMP
2038
Tennessee Valley Asset Management Partners
Tennessee
$643K -$499K -1,090 -45%
LWM
2039
Lakeridge Wealth Management
Ohio
$641K +$181K +395 +42%
CAM
2040
Concorde Asset Management
Michigan
$640K -$67.3K -147 -10%
TGAM
2041
TBH Global Asset Management
Tennessee
$638K +$81.5K +178 +15%
GAM
2042
Gould Asset Management
California
$637K – – –
WCM
2043
WealthBridge Capital Management
Ohio
$636K -$38.4K -84 -6%
IAG
2044
Investmark Advisory Group
Connecticut
$634K +$2.29K +5 +0.4%
HTIM
2045
Harbour Trust & Investment Management
Indiana
$632K -$216K -473 -26%
EB
2046
Emprise Bank
Kansas
$630K +$600K +1,310 New
RSA
2047
River Street Advisors
Illinois
$627K – – –
CPW
2048
Catalyst Private Wealth
California
$626K +$144K +314 +32%
CIAS
2049
CBIZ Investment Advisory Services
Ohio
$625K – – –
MWA
2050
Mills Wealth Advisors
Texas
$625K -$35.7K -78 -6%
80 81
82
83 84