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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1976
TS Financial Group (TSFG)
Illinois
$201K – – –
TVWM
1977
Tower View Wealth Management
Wisconsin
$200K +$95K +225 +97%
SIMG
1978
Sonora Investment Management Group
Arizona
$200K +$193K +457 New
LPIC
1979
LeJeune Puetz Investment Counsel
Michigan
$199K – – –
HPC
1980
HM Payson & Co
Maine
$197K +$13.5K +32 +8%
AWM
1981
Aspire Wealth Management
Massachusetts
$190K +$184K +435 New
SWM
1982
Sugarloaf Wealth Management
Georgia
$188K +$1.27K +3 +0.7%
ARIS
1983
Advanced Research Investment Solutions
California
$185K -$16.9K -40 -9%
WC
1984
Westwind Capital
New Mexico
$182K – – –
GC
1985
Garde Capital
Washington
$179K -$5.07K -12 -3%
IPW
1986
IronBridge Private Wealth
Texas
$175K -$6.33K -15 -4%
WFA
1987
Wells Financial Advisors
Massachusetts
$175K – – –
FWP
1988
FAS Wealth Partners
Kansas
$174K +$48.1K +114 +40%
FBT
1989
First Bank & Trust
South Dakota
$167K +$73K +173 +82%
BCP
1990
Blue Chip Partners
Michigan
$163K +$8.87K +21 +6%
CCM
1991
Cutler Capital Management
Massachusetts
$160K +$154K +366 New
FWM
1992
Focused Wealth Management
New York
$152K +$20.3K +48 +16%
RPCA
1993
Running Point Capital Advisors
California
$151K -$65.4K -155 -31%
OIA
1994
Optimum Investment Advisors
Illinois
$151K -$20.7K -49 -12%
CAL
1995
Capital Analysts LLC
Pennsylvania
$149K +$844 +2 +0.6%
IA
1996
IFS Advisors
Kansas
$143K -$99.6K -236 -42%
CAL
1997
Capital Advisors Ltd
Ohio
$135K -$32.9K -78 -20%
PP
1998
Pacifica Partners
Canada
$135K – – –
KFI
1999
Key Financial Inc
Pennsylvania
$130K -$6.33K -15 -5%
ME
2000
McIlrath & Eck
Washington
$123K – – –
78 79
80
81 82