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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1976
RDA Financial Network
Iowa
$399K -$89.1K -218 -18%
GGI
1977
Godsey & Gibb Inc
Virginia
$397K +$45.4K +111 +12%
PBF
1978
Petix & Botte Financial
California
$397K – – –
GAM
1979
Gotham Asset Management
New York
$396K -$297K -726 -42%
CWM
1980
C2C Wealth Management
Arizona
$395K – – –
CWM
1981
Chesapeake Wealth Management
Virginia
$395K – – –
ACP
1982
Aviance Capital Partners
Florida
$395K +$818 +2 +0.2%
TI
1983
tru Independence
Oregon
$393K – – –
FTC
1984
Farmers Trust Company
Ohio
$393K – – –
HFM
1985
Hartford Financial Management
Connecticut
$393K – – –
RSS
1986
Rosenblum Silverman Sutton
California
$393K +$6.13K +15 +2%
DTC
1987
Davidson Trust Company
Washington
$392K -$21.3K -52 -5%
LNB
1988
Ledyard National Bank
$391K +$80.1K +196 +25%
SIAS
1989
Summit Investment Advisory Services
Minnesota
$390K +$1.23K +3 +0.3%
BIAS
1990
Beacon Investment Advisory Services
New Jersey
$389K +$199K +486 +96%
GIM
1991
Goelzer Investment Management
Indiana
$389K +$405K +991 New
NL
1992
Navalign LLC
California
$389K +$3.27K +8 +0.8%
MSR
1993
Main Street Research
Connecticut
$387K +$28.2K +69 +8%
MWAM
1994
Manhattan West Asset Management
California
$387K -$818 -2 -0.2%
AUB
1995
Atlantic Union Bankshares
Virginia
$386K -$13.5K -33 -3%
CMP
1996
Coston McIsaac & Partners
Maine
$386K +$30.7K +75 +8%
AWP
1997
Accretive Wealth Partners
New Jersey
$385K +$11.9K +29 +3%
GGS
1998
Galvin Gaustad & Stein
Arizona
$384K – – –
PWM
1999
PRW Wealth Management
Massachusetts
$383K -$96.2M -235,166 -100%
CSA
2000
Cottage Street Advisors
Massachusetts
$382K +$172K +420 +76%
78 79
80
81 82