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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
Arbor Wealth Advisors
Michigan
$719K – – –
HCM
1977
Hall Capital Management
Rhode Island
$719K – – –
AC
1978
Avestar Capital
New York
$718K -$71.9K -157 -10%
HCMG
1979
Howard Capital Management Group
California
$718K +$683K +1,493 New
WDG
1980
Wealth Dimensions Group
Ohio
$713K +$458 +1 +0.1%
BCM
1981
Bourgeon Capital Management
Connecticut
$713K +$609K +1,331 +870%
MPM
1982
Meritage Portfolio Management
Kansas
$713K +$5.49K +12 +0.8%
LA
1983
Lane & Associates
New Jersey
$707K +$8.7K +19 +1%
FPCG
1984
Forum Private Client Group
Indiana
$707K -$133K -290 -16%
DWG
1985
Darden Wealth Group
Michigan
$707K +$23.3K +51 +4%
PBC
1986
Pavion Blue Capital
California
$706K +$1.37K +3 +0.2%
PCFFS
1987
Pacific Center for Financial Services
California
$706K +$72.3K +158 +12%
DPW
1988
DiNuzzo Private Wealth
Pennsylvania
$706K – – –
THL
1989
Tillman Hartley LLC
Colorado
$705K +$5.03K +11 +0.8%
CP
1990
Cumberland Partners
Ontario, Canada
$703K +$670K +1,463 New
FMN
1991
Financial Management Network
California
$699K +$3.66K +8 +0.5%
SAM
1992
Summit Asset Management
Tennessee
$698K +$18.3K +40 +3%
AWP
1993
Accretive Wealth Partners
New Jersey
$698K – – –
IF
1994
Ironwood Financial
Arizona
$694K +$5.03K +11 +0.8%
SGK
1995
Steigerwald Gordon & Koch
Virginia
$694K -$155K -339 -19%
FWP
1996
Falcon Wealth Planning
California
$693K +$238K +520 +56%
ASW
1997
Astoria Strategic Wealth
Texas
$692K – – –
TCPG
1998
Trivant Custom Portfolio Group
California
$691K -$116K -254 -15%
WFL
1999
Wealth Forward LLC
North Dakota
$691K – – –
SXL
2000
Summit X LLC
Missouri
$690K +$5.95K +13 +0.9%
78 79
80
81 82