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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
1976
East Coast Asset Management
Massachusetts
$208K – – –
SCM
1977
Shelton Capital Management
Colorado
$208K – – –
SC
1978
Slow Capital
California
$208K – – –
WCMN
1979
Westchester Capital Management (Nebraska)
Nebraska
$208K – – –
FNB
1980
Farmers National Bank
Kentucky
$207K -$14.7K -36 -7%
CPW
1981
Catalyst Private Wealth
California
$207K -$307K -750 -60%
BFG
1982
Bouchey Financial Group
New York
$207K -$59K -144 -22%
FPW
1983
Flagship Private Wealth
Massachusetts
$206K -$75.3K -184 -27%
DLCIG
1984
D.L. Carlson Investment Group
New Hampshire
$206K – – –
LTL
1985
Lowery Thomas LLC
California
$206K – – –
CI
1986
CPR Investments
Michigan
$206K +$203K +495 New
CIP
1987
Capital Insight Partners
Arizona
$205K -$31.9K -78 -14%
MSA
1988
Marino Stram & Associates
Massachusetts
$205K -$2.87K -7 -1%
PWM
1989
Penobscot Wealth Management
Maine
$205K +$202K +494 New
SSC
1990
Syverson Strege & Co
Iowa
$204K – – –
TSS
1991
Thomas Story & Son
Indiana
$204K +$201K +491 New
IF
1992
Ironwood Financial
Arizona
$202K -$33.2K -81 -14%
GWM
1993
GDS Wealth Management
Texas
$202K -$11.5K -28 -5%
JCM
1994
Janney Capital Management
Pennsylvania
$202K +$199K +486 New
CL
1995
CIM LLC
New York
$202K +$205K +500 New
NCM
1996
Nelson Capital Management
California
$201K -$3.68K -9 -2%
BMWM
1997
Brown Miller Wealth Management
Virginia
$201K +$409 +1 +0.2%
RPG
1998
Resource Planning Group
Georgia
$201K +$5.73K +14 +3%
PCMF
1999
Private Capital Management (Florida)
Florida
$201K +$198K +483 New
NC
2000
NinePointTwo Capital
California
$200K – – –
78 79
80
81 82