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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2026
OneAscent Wealth Management
Alabama
$1.69M +$27.1K +46 +2%
B
2027
BetterWealth
California
$1.69M +$20.6K +35 +1%
SC
2028
Schiavi & Co
Delaware
$1.69M +$4.13K +7 +0.3%
SWMG
2029
Stillwater Wealth Management Group
Florida
$1.68M +$1.62M +2,751 New
PP
2030
Patron Partners
Texas
$1.68M +$1.36M +2,310 +525%
NRC
2031
New Republic Capital
North Carolina
$1.68M +$89K +151 +6%
RTC
2032
Riverview Trust Company
Washington
$1.68M – – –
CWM
2033
Chemistry Wealth Management
New York
$1.67M +$26.5K +45 +2%
1SB
2034
1ST Source Bank
Indiana
$1.66M -$49.5K -84 -3%
AP
2035
Advisors Preferred
Maryland
$1.66M – – –
PWP
2036
Parkwoods Wealth Partners
New York
$1.65M +$798K +1,353 +100%
WGC
2037
Watts Gwilliam & Co
Arizona
$1.65M – – –
SFP
2038
Strategic Financial Partners
Oregon
$1.65M -$19.5K -33 -1%
ICMM
2039
Integrated Capital Management (Michigan)
Michigan
$1.65M -$163K -276 -10%
TWM
2040
Triton Wealth Management
Arizona
$1.64M +$495K +839 +47%
HWA
2041
HHM Wealth Advisors
Tennessee
$1.64M +$5.89K +10 +0.4%
TNBTD
2042
Trustmark National Bank Trust Department
Mississippi
$1.64M +$67.8K +115 +4%
OC
2043
Oarsman Capital
Wisconsin
$1.63M -$589 -1 -0%
RS
2044
Rakuten Securities
Japan
$1.63M +$200K +340 +15%
TF
2045
TLWM Financial
Texas
$1.63M +$227K +385 +17%
GWMIA
2046
Global Wealth Management Investment Advisory
Florida
$1.62M +$519K +881 +50%
SHWM
2047
Smith & Howard Wealth Management
Georgia
$1.62M +$1.28M +2,178 +473%
IFA
2048
Independence Financial Advisors
New Hampshire
$1.61M +$4.72K +8 +0.3%
BIA
2049
BHK Investment Advisors
Alabama
$1.6M – – –
BWM
2050
BlackDiamond Wealth Management
New York
$1.6M +$21.8K +37 +1%
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