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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
1976
Ironwood Wealth Management (Arizona)
Arizona
$95K – – –
VCM
1977
Vigilant Capital Management
Maine
$95K +$45.6K +121 +80%
MPWT
1978
MassMutual Private Wealth & Trust
Connecticut
$91K -$92.3K -245 -48%
T2I
1979
Turim 21 Investimentos
Brazil
$89K – – –
EA
1980
Evolution Advisers
Virginia
$88K – – –
SMG
1981
Spectrum Management Group
Indiana
$86K -$2.64K -7 -3%
SFA
1982
Semmax Financial Advisors
North Carolina
$85K – – –
AWM
1983
Atticus Wealth Management
Florida
$85K +$43.3K +115 +88%
IWP
1984
IAG Wealth Partners
Wisconsin
$84K -$43.7K -116 -32%
SFC
1985
SYM Financial Corp
Indiana
$84K +$41.1K +109 +81%
CCM
1986
Copeland Capital Management
Pennsylvania
$83K +$84.8K +225 +1,500%
ETI
1987
Enterprise Trust & Investment
California
$79K – – –
TF
1988
TimeScale Financial
Massachusetts
$79K +$46K +122 +116%
EBA
1989
Eagle Bay Advisors
New York
$73.2K +$55.8K +148 +235%
PIA
1990
Powell Investment Advisors
Florida
$73K +$48.6K +129 +161%
OIA
1991
Optimum Investment Advisors
Illinois
$71K +$3.77K +10 +5%
CIA
1992
Cascade Investment Advisors
Oregon
$69.4K – – –
CB
1993
CNB Bank
Pennsylvania
$68K -$207K -550 -74%
HWM
1994
Horizons Wealth Management
North Carolina
$67K +$64.4K +171 New
GAG
1995
Goodman Advisory Group
Massachusetts
$67K +$72.7K +193 New
AWM
1996
AllSquare Wealth Management
New York
$63K – – –
PWMG
1997
Prestige Wealth Management Group
New Jersey
$62K +$10.5K +28 +19%
AIP
1998
Ahrens Investment Partners
Louisiana
$61K -$35K -93 -34%
IA
1999
IFS Advisors
Kansas
$61K – – –
BWS
2000
BCR Wealth Strategies
Alabama
$60K – – –
78 79
80
81 82