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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2026
Cumberland Partners
Ontario, Canada
$732K – – –
SXL
2027
Summit X LLC
Missouri
$730K +$12K +25 +2%
CWM
2028
Collaborative Wealth Management
Florida
$729K -$62.1K -129 -8%
IWS
2029
Integrity Wealth Solutions
Colorado
$727K +$94.3K +196 +16%
SAM
2030
Summit Asset Management
Tennessee
$727K – – –
BIP
2031
Blueprint Investment Partners
North Carolina
$726K +$281K +583 +67%
CIAS
2032
CBIZ Investment Advisory Services
Ohio
$724K +$67.8K +141 +11%
TCPG
2033
Trivant Custom Portfolio Group
California
$724K +$4.81K +10 +0.7%
WA
2034
Wealth Alliance
New York
$720K +$9.62K +20 +1%
MIC
2035
Meridian Investment Counsel
California
$719K +$8.66K +18 +1%
AC
2036
Avestar Capital
New York
$719K -$27.4K -57 -4%
WFL
2037
Wealth Forward LLC
North Dakota
$719K – – –
THL
2038
Tillman Hartley LLC
Colorado
$715K -$17.8K -37 -3%
ASW
2039
Astoria Strategic Wealth
Texas
$715K -$4.33K -9 -0.6%
MAM
2040
McLean Asset Management
Virginia
$715K +$962 +2 +0.1%
BC
2041
Belmont Capital
California
$715K +$688K +1,429 New
FWM
2042
Fingerlakes Wealth Management
New York
$715K – – –
CWA
2043
Consilium Wealth Advisory
Texas
$713K +$10.6K +22 +2%
SRWM
2044
Shira Ridge Wealth Management
California
$712K -$79.4K -165 -10%
RW
2045
REDW Wealth
New Mexico
$712K +$12K +25 +2%
S
2046
Sachetta
Massachusetts
$709K +$137K +284 +25%
GAM
2047
Griffin Asset Management
New York
$707K -$107K -223 -14%
ICP
2048
Interchange Capital Partners
Pennsylvania
$706K +$679K +1,412 New
PHWM
2049
Pine Harbor Wealth Management
Maryland
$705K – – –
C
2050
CEDRUS
Colorado
$704K +$102K +211 +18%
80 81
82
83 84