We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1976
Sonora Investment Management Group
Arizona
$200K +$193K +457 New
LPIC
1977
LeJeune Puetz Investment Counsel
Michigan
$199K – – –
HPC
1978
HM Payson & Co
Maine
$197K +$13.5K +32 +8%
AWM
1979
Aspire Wealth Management
Massachusetts
$190K +$184K +435 New
SWM
1980
Sugarloaf Wealth Management
Georgia
$188K +$1.27K +3 +0.7%
ARIS
1981
Advanced Research Investment Solutions
California
$185K -$16.9K -40 -9%
WC
1982
Westwind Capital
New Mexico
$182K – – –
GC
1983
Garde Capital
Washington
$179K -$5.07K -12 -3%
IPW
1984
IronBridge Private Wealth
Texas
$175K -$6.33K -15 -4%
WFA
1985
Wells Financial Advisors
Massachusetts
$175K – – –
FWP
1986
FAS Wealth Partners
Kansas
$174K +$48.1K +114 +40%
FBT
1987
First Bank & Trust
South Dakota
$167K +$73K +173 +82%
BCP
1988
Blue Chip Partners
Michigan
$163K +$8.87K +21 +6%
CCM
1989
Cutler Capital Management
Massachusetts
$160K +$154K +366 New
FWM
1990
Focused Wealth Management
New York
$152K +$20.3K +48 +16%
RPCA
1991
Running Point Capital Advisors
California
$151K -$65.4K -155 -31%
OIA
1992
Optimum Investment Advisors
Illinois
$151K -$20.7K -49 -12%
CAL
1993
Capital Analysts LLC
Pennsylvania
$149K +$844 +2 +0.6%
IA
1994
IFS Advisors
Kansas
$143K -$99.6K -236 -42%
CAL
1995
Capital Advisors Ltd
Ohio
$135K -$32.9K -78 -20%
PP
1996
Pacifica Partners
Canada
$135K – – –
KFI
1997
Key Financial Inc
Pennsylvania
$130K -$6.33K -15 -5%
ME
1998
McIlrath & Eck
Washington
$123K – – –
BWA
1999
BDO Wealth Advisors
Florida
$120K +$422 +1 +0.4%
AWA
2000
Amplius Wealth Advisors
Pennsylvania
$117K +$114K +270 New
78 79
80
81 82