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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
Foguth Wealth Management
Michigan
$2.25M +$152K +243 +8%
LHEI
2027
Leo H. Evart Inc
California
$2.25M +$2.35M +3,759 New
PWG
2028
Private Wealth Group
Florida
$2.25M – – –
PB
2029
Prime Buchholz
New Hampshire
$2.24M -$41.9K -67 -2%
CWM
2030
Cherrydale Wealth Management
New Jersey
$2.24M +$76.3K +122 +3%
CAWM
2031
Capital Advisors Wealth Management
Washington
$2.24M +$335K +536 +17%
FSBI
2032
Fearless Solutions (Best Invest)
Texas
$2.24M -$52.5K -84 -2%
SLC
2033
Second Line Capital
Louisiana
$2.24M -$466K -745 -18%
AA
2034
Advisory Advocates
Michigan
$2.23M +$458K +733 +24%
AWMI
2035
Aegis Wealth Management (Iowa)
Iowa
$2.23M +$123K +196 +6%
BEW
2036
Burton Enright Welch
California
$2.22M -$10K -16 -0.4%
AWM
2037
Aries Wealth Management
Maine
$2.22M – – –
TS
2038
Tamar Securities
California
$2.21M -$36.9K -59 -2%
CBA
2039
Coastal Bridge Advisors
Connecticut
$2.21M +$10K +16 +0.4%
GEA
2040
Glen Eagle Advisors
New Jersey
$2.19M +$4.38K +7 +0.2%
HA
2041
Harfst & Associates
Wyoming
$2.19M – – –
AW
2042
Alaethes Wealth
Nevada
$2.19M +$30.6K +49 +1%
CFG
2043
Cornerstone Financial Group
Nebraska
$2.19M -$151K -242 -7%
ACA
2044
Anchor Capital Advisors
Massachusetts
$2.19M +$695K +1,111 +44%
AWMS
2045
Advocacy Wealth Management Services
Georgia
$2.19M -$143K -228 -6%
NAM
2046
NorthCrest Asset Manangement
Minnesota
$2.19M +$345K +552 +18%
BAAM
2047
Baker Avenue Asset Management
California
$2.18M -$1.39M -2,225 -38%
PWP
2048
Parkwoods Wealth Partners
New York
$2.18M +$74.4K +119 +3%
TAM
2049
TCP Asset Management
Ohio
$2.18M +$36.3K +58 +2%
GIA
2050
Guyasuta Investment Advisors
Pennsylvania
$2.17M +$683K +1,092 +43%
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