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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1976
Hoge Financial Services
Pennsylvania
$635K +$595K +1,454 New
FMN
1977
Financial Management Network
California
$634K -$13.1K -32 -2%
LA
1978
Lane & Associates
New Jersey
$634K +$81.9K +200 +16%
FWM
1979
Fairhaven Wealth Management
Illinois
$634K – – –
WCM
1980
Wealthcare Capital Management
Virginia
$631K -$216K -528 -27%
RBFC
1981
Roman Butler Fullerton & Co
Missouri
$631K +$576K +1,407 New
BWM
1982
Baystate Wealth Management
Massachusetts
$630K -$5.73K -14 -1%
ASW
1983
Astoria Strategic Wealth
Texas
$629K – – –
FCM
1984
Firestone Capital Management
Florida
$629K +$54.5K +133 +10%
WFL
1985
Wealth Forward LLC
North Dakota
$628K +$588K +1,437 New
IF
1986
Ironwood Financial
Arizona
$626K +$23.7K +58 +4%
AWC
1987
Abundance Wealth Counselors
Pennsylvania
$625K – – –
CAM
1988
Concorde Asset Management
Michigan
$624K -$40.1K -98 -6%
MIC
1989
Meridian Investment Counsel
California
$622K -$409 -1 -0.1%
HW
1990
Hedeker Wealth
Illinois
$622K +$339K +829 +140%
BAM
1991
Berkshire Asset Management
Pennsylvania
$621K – – –
SXL
1992
Summit X LLC
Missouri
$621K -$52K -127 -8%
DWG
1993
Darden Wealth Group
Michigan
$620K +$581K +1,420 New
SAM
1994
Summit Asset Management
Tennessee
$617K -$532K -1,300 -48%
BFP
1995
Beacon Financial Planning
Massachusetts
$616K -$16.8K -41 -3%
WCM
1996
WealthBridge Capital Management
Ohio
$615K -$304K -743 -35%
FIM
1997
Freedom Investment Management
Connecticut
$615K -$477K -1,166 -45%
IIA
1998
IPG Investment Advisors
California
$615K +$22.5K +55 +4%
LA
1999
Lakeside Advisors
Washington
$612K – – –
MPCA
2000
Madison Park Capital Advisors
Washington
$607K +$569K +1,391 New
78 79
80
81 82