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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1976
Optimum Investment Advisors
Illinois
$72K +$6.21K +17 +8%
EBA
1977
Eagle Bay Advisors
New York
$70K – – –
PIA
1978
Powell Investment Advisors
Florida
$69K +$365 +1 +0.5%
TC
1979
Trust Company
Kansas
$68K +$76K +208 New
SFC
1980
SYM Financial Corp
Indiana
$66K -$15.7K -43 -18%
CB
1981
CNB Bank
Pennsylvania
$64K – – –
AWM
1982
AllSquare Wealth Management
New York
$60K – – –
LFA
1983
Legend Financial Advisors
Pennsylvania
$59.1K +$65.7K +180 New
OCM
1984
Orion Capital Management
California
$59K -$108K -295 -62%
GAG
1985
Goodman Advisory Group
Massachusetts
$58K -$5.84K -16 -8%
BWS
1986
BCR Wealth Strategies
Alabama
$57K – – –
IA
1987
IFS Advisors
Kansas
$57K – – –
AC
1988
AlphaCore Capital
California
$57K +$4.38K +12 +7%
SWM
1989
Stapp Wealth Management
Washington
$57K +$63.9K +175 New
HWM
1990
Horizons Wealth Management
North Carolina
$56K – – –
AA
1991
Addison Advisors
Vermont
$56K +$5.84K +16 +10%
NSB
1992
Norway Savings Bank
Maine
$54K – – –
TCWA
1993
Ten Capital Wealth Advisors
Washington
$53K +$43.8K +120 +286%
FWA
1994
FSC Wealth Advisors
New York
$52K -$730 -2 -1%
PCA
1995
Providence Capital Advisors
North Carolina
$48K – – –
WSC
1996
Wellington Shields & Co
New York
$48K – – –
OC
1997
Oakworth Capital
Alabama
$47K – – –
PWMG
1998
Prestige Wealth Management Group
New Jersey
$46K -$13.9K -38 -21%
DWMG
1999
DB Wealth Management Group
California
$46K – – –
CWM
2000
Castle Wealth Management
Florida
$45K -$10.6K -29 -17%
78 79
80
81 82