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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1976
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.98M +$2K +3 +0.1%
PCS
1977
Private Client Services
Kentucky
$2.98M -$96K -144 -3%
UFAC
1978
Urban Financial Advisory Corp
Illinois
$2.98M +$539K +808 +23%
PGAM
1979
Princeton Global Asset Management
New Jersey
$2.98M +$344K +516 +14%
AWC
1980
Adamsbrown Wealth Consultants
Kansas
$2.96M -$6.67K -10 -0.2%
TAM
1981
Tocqueville Asset Management
New York
$2.95M +$164K +246 +6%
BWA
1982
Basecamp Wealth Advisors
Washington
$2.94M +$10K +15 +0.4%
AWA
1983
Acorn Wealth Advisors
Michigan
$2.94M +$755K +1,132 +36%
MWM
1984
Moran Wealth Management
Florida
$2.94M +$1.9M +2,857 +201%
JC
1985
JB Capital
Connecticut
$2.94M +$2.67K +4 +0.1%
FWA
1986
FSM Wealth Advisors
Ohio
$2.93M +$2K +3 +0.1%
GCM
1987
Glaxis Capital Management
Florida
$2.93M – – –
CANC
1988
Culbertson A N & Co
Virginia
$2.92M -$181K -271 -6%
VCM
1989
Versant Capital Management
Arizona
$2.92M +$1.35M +2,032 +92%
DPI
1990
Diversified Portfolios Inc
Michigan
$2.91M +$149K +224 +6%
UWP
1991
Uniting Wealth Partners
Kansas
$2.91M +$30.7K +46 +1%
FWP
1992
Falcon Wealth Planning
California
$2.9M -$48K -72 -2%
IIM
1993
InTrack Investment Management
Vermont
$2.9M -$383K -575 -12%
CFS
1994
Cannon Financial Strategists
Georgia
$2.9M +$6.67K +10 +0.2%
GC
1995
Gibson Capital
Pennsylvania
$2.89M -$190K -285 -6%
DWM
1996
Drive Wealth Management
Utah
$2.88M +$241K +362 +9%
LWCFA
1997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.88M -$37.3K -56 -1%
HWMO
1998
Heritage Wealth Management (Ohio)
Ohio
$2.88M +$2.79M +4,186 New
SFPG
1999
Stonebridge Financial Planning Group
Florida
$2.87M -$69.3K -104 -2%
LSA
2000
L & S Advisors
California
$2.87M -$140K -210 -5%
78 79
80
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