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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
2026
Peak Planning Group
Colorado
$881K +$341K +670 +67%
NPPM
2027
North Point Portfolio Managers
Ohio
$880K +$848K +1,668 New
EF
2028
Empirical Finance
Pennsylvania
$877K +$3.05K +6 +0.4%
SFM
2029
Signet Financial Management
New Jersey
$877K -$1.52K -3 -0.2%
CFA
2030
Capstone Financial Advisors
Illinois
$876K +$10.2K +20 +1%
MFS
2031
Madrona Financial Services
Washington
$875K +$15.2K +30 +2%
EL
2032
Essex LLC
Illinois
$871K +$186K +365 +28%
WWM
2033
Wolff Wiese Magana
California
$867K +$289K +568 +53%
MA
2034
MONECO Advisors
Connecticut
$865K +$68.6K +135 +9%
HVP
2035
Hudson Value Partners
Florida
$864K – – –
DFG
2036
Dupree Financial Group
Kentucky
$862K +$31.5K +62 +4%
AA
2037
Addison Advisors
Vermont
$859K +$21.3K +42 +3%
TSMHT
2038
Thurston Springer Miller Herd & Titak
Indiana
$858K +$140K +275 +20%
FNT
2039
First Nebraska Trust
Nebraska
$857K – – –
CCA
2040
Carrera Capital Advisors
Michigan
$853K +$819K +1,612 New
OWA
2041
ORBA Wealth Advisors
Illinois
$852K +$251K +494 +44%
CPIA
2042
Cornell Pochily Investment Advisors
New York
$848K -$76.2K -150 -9%
FNFDCM
2043
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$837K +$13.7K +27 +2%
OPWM
2044
Oakwell Private Wealth Management
Texas
$835K – – –
S
2045
Sachetta
Massachusetts
$830K +$76.2K +150 +11%
BFWA
2046
Benchmark Financial Wealth Advisors
Florida
$827K +$31K +61 +4%
DCM
2047
Dimension Capital Management
Florida
$826K – – –
HWM
2048
HighMark Wealth Management
Minnesota
$824K +$3.05K +6 +0.4%
PDM
2049
Penn Davis McFarland
Texas
$823K -$38.1K -75 -5%
BFM
2050
Broadview Financial Management
Wisconsin
$823K -$71.7K -141 -8%
80 81
82
83 84