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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1976
LGT Financial Advisors
Texas
$384K +$364K +943 New
SW
1977
SMART Wealth
Nebraska
$383K -$16.2K -42 -4%
MJRIC
1978
Mogy Joel R Investment Counsel
California
$382K -$20.1K -52 -5%
CCG
1979
Coastwise Capital Group
California
$382K – – –
DCM
1980
Donaldson Capital Management
Indiana
$381K +$361K +935 New
KFI
1981
Key Financial Inc
Pennsylvania
$380K +$36.6K +95 +11%
VFPW
1982
Vantage Financial Partners (Wisconsin)
Wisconsin
$380K +$93.7K +243 +35%
M
1983
MYeCFO
California
$379K -$88.7K -230 -20%
AT
1984
Arden Trust
Delaware
$377K -$46.7K -121 -12%
SGK
1985
Steigerwald Gordon & Koch
Virginia
$376K -$5.79K -15 -2%
VAM
1986
Verity Asset Management
North Carolina
$376K -$327K -847 -48%
BLC
1987
Brown, Lisle/Cummings
Rhode Island
$376K +$348K +902 +4,510%
VDI
1988
Vaughan David Investments
Illinois
$375K +$84.9K +220 +31%
CCM
1989
Chiron Capital Management
Florida
$374K +$7.72K +20 +2%
MSR
1990
Main Street Research
Connecticut
$374K +$353K +914 New
CA
1991
Cornerstone Advisory
Maryland
$372K -$15K -39 -4%
PCM
1992
Passive Capital Management
Maryland
$372K – – –
RA
1993
Riversedge Advisors
Delaware
$372K +$3.09K +8 +0.9%
GFA
1994
Gallagher Fiduciary Advisors
Illinois
$372K +$118K +305 +50%
AWA
1995
Archvest Wealth Advisors
California
$371K – – –
CMP
1996
Coston McIsaac & Partners
Maine
$370K +$10.8K +28 +3%
ACM
1997
Advance Capital Management
Michigan
$370K +$50.9K +132 +17%
T
1998
TRUADVICE
Florida
$370K +$348K +902 New
APW
1999
Austin Private Wealth
Texas
$368K -$3.47K -9 -1%
APWA
2000
Atlas Private Wealth Advisors
New Jersey
$368K +$348K +903 New
78 79
80
81 82