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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1976
Aureus Asset Management
Massachusetts
$294K – – –
PCM
1977
Pennsylvania Capital Management
Pennsylvania
$294K -$16.6K -47 -5%
LNWTC
1978
Laird Norton Wetherby Trust Company
Washington
$293K +$353 +1 +0.1%
GSB
1979
Greenfield Savings Bank
Massachusetts
$291K – – –
MKC
1980
M. Kraus & Co
Vermont
$290K – – –
AWA
1981
Archvest Wealth Advisors
California
$290K +$1.58M +4,478 +326%
ACG
1982
Allen Capital Group
Nebraska
$290K +$2.07M +5,850 New
SDAM
1983
Shulman DeMeo Asset Management
New York
$289K +$2.83K +8 +1%
KM
1984
Kalos Management
Georgia
$289K – – –
EA
1985
Eclectic Associates
California
$288K -$17K -48 -6%
HR
1986
Howe & Rusling
New York
$288K -$926K -2,622 -76%
PP
1987
PrairieView Partners
Minnesota
$288K +$2.83K +8 +1%
WBC
1988
West Branch Capital
Massachusetts
$286K -$14.5K -41 -5%
FW
1989
FirstPurpose Wealth
Utah
$284K -$54.8K -155 -16%
S
1990
SimplyRich
California
$284K – – –
FCA
1991
FLC Capital Advisors
California
$282K – – –
DP
1992
Dearborn Partners
Illinois
$280K +$1.41K +4 +0.5%
BF
1993
Brogan Financial
Tennessee
$280K +$281K +796 New
DCM
1994
Donaldson Capital Management
Indiana
$279K -$219K -621 -44%
LFG
1995
Lockerman Financial Group
California
$278K +$353 +1 +0.1%
SPI
1996
Santori & Peters Inc
Pennsylvania
$277K -$2.47K -7 -0.9%
JFA
1997
JNBA Financial Advisors
Minnesota
$274K -$30.4K -86 -10%
LWA
1998
LWS Wealth Advisors
New Jersey
$274K – – –
SS
1999
Sound Stewardship
Kansas
$273K +$275K +778 New
WKSWA
2000
White Knight Strategic Wealth Advisors
New Jersey
$271K +$7.77K +22 +3%
78 79
80
81 82