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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1976
Garde Capital
Washington
$106K -$57.3K -152 -33%
CI
1977
CX Institutional
Indiana
$106K +$115K +306 New
ME
1978
McIlrath & Eck
Washington
$99K +$2.64K +7 +3%
CICI
1979
Capital Investment Counsel Inc
North Carolina
$97K +$11.3K +30 +12%
BWA
1980
BDO Wealth Advisors
Florida
$96K – – –
IWMA
1981
Ironwood Wealth Management (Arizona)
Arizona
$95K – – –
VCM
1982
Vigilant Capital Management
Maine
$95K +$45.6K +121 +80%
MPWT
1983
MassMutual Private Wealth & Trust
Connecticut
$91K -$92.3K -245 -48%
T2I
1984
Turim 21 Investimentos
Brazil
$89K – – –
EA
1985
Evolution Advisers
Virginia
$88K – – –
SMG
1986
Spectrum Management Group
Indiana
$86K -$2.64K -7 -3%
SFA
1987
Semmax Financial Advisors
North Carolina
$85K – – –
AWM
1988
Atticus Wealth Management
Florida
$85K +$43.3K +115 +88%
IWP
1989
IAG Wealth Partners
Wisconsin
$84K -$43.7K -116 -32%
SFC
1990
SYM Financial Corp
Indiana
$84K +$41.1K +109 +81%
CCM
1991
Copeland Capital Management
Pennsylvania
$83K +$84.8K +225 +1,500%
ETI
1992
Enterprise Trust & Investment
California
$79K – – –
TF
1993
TimeScale Financial
Massachusetts
$79K +$46K +122 +116%
EBA
1994
Eagle Bay Advisors
New York
$73.2K +$55.8K +148 +235%
PIA
1995
Powell Investment Advisors
Florida
$73K +$48.6K +129 +161%
OIA
1996
Optimum Investment Advisors
Illinois
$71K +$3.77K +10 +5%
CIA
1997
Cascade Investment Advisors
Oregon
$69.4K – – –
CB
1998
CNB Bank
Pennsylvania
$68K -$207K -550 -74%
HWM
1999
Horizons Wealth Management
North Carolina
$67K +$64.4K +171 New
GAG
2000
Goodman Advisory Group
Massachusetts
$67K +$72.7K +193 New
78 79
80
81 82