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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2026
Integrity Financial
Wyoming
$1.29M +$290K +535 +29%
KFS
2027
Kaizen Financial Strategies
California
$1.29M +$1.08K +2 +0.1%
EBA
2028
Eagle Bay Advisors
New York
$1.29M +$5.42K +10 +0.4%
SIA
2029
Schechter Investment Advisors
Michigan
$1.28M +$80.2K +148 +7%
WWM
2030
Whalen Wealth Management
Nevada
$1.28M -$126K -232 -9%
MSF
2031
Mustard Seed Financial
Arkansas
$1.28M +$82.9K +153 +7%
CPRC
2032
Consolidated Portfolio Review Corp
New York
$1.28M -$33K -61 -3%
CCG
2033
Coastwise Capital Group
California
$1.27M +$28.2K +52 +2%
GAM
2034
GEM Asset Management
Michigan
$1.26M -$110K -204 -8%
SFG
2035
Snider Financial Group
Washington
$1.26M +$1.27M +2,346 New
MIG
2036
McGuire Investment Group
Rhode Island
$1.26M – – –
MCM
2037
Maple Capital Management
Vermont
$1.26M +$561K +1,035 +79%
NRC
2038
New Republic Capital
North Carolina
$1.26M -$585K -1,080 -32%
MEG
2039
Millstone Evans Group
Colorado
$1.26M +$1.27M +2,337 New
TWM
2040
Trueblood Wealth Management
Ohio
$1.26M +$341K +629 +37%
SWM
2041
SFG Wealth Management
Maryland
$1.25M -$46.6K -86 -4%
CSI
2042
Cross Staff Investments
New York
$1.25M – – –
SW
2043
SlateStone Wealth
Florida
$1.25M +$24.9K +46 +2%
FG
2044
Foster Group
Iowa
$1.25M +$874K +1,613 +230%
JWM
2045
Jupiter Wealth Management
Colorado
$1.25M -$675K -1,247 -35%
KFC
2046
Klingenstein Fields & Co
New York
$1.24M +$226K +418 +22%
RC
2047
Rovin Capital
Arizona
$1.24M -$74.2K -137 -6%
BIS
2048
BG Investment Services
Guam
$1.24M +$1.24M +2,293 New
ACM
2049
Anfield Capital Management
California
$1.23M – – –
GFL
2050
Granite FO LLC
New Hampshire
$1.23M +$1.08K +2 +0.1%
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