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Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1976
City State Bank
Iowa
$796K +$39.5K +82 +5%
FCM
1977
Firestone Capital Management
Florida
$795K +$88.5K +184 +13%
UW
1978
Unique Wealth
Florida
$794K
AA
1979
Addison Advisors
Vermont
$793K +$146K +303 +24%
GGI
1980
Godsey & Gibb Inc
Virginia
$793K +$257K +535 +51%
FPCG
1981
Forum Private Client Group
Indiana
$793K +$54.9K +114 +8%
WG
1982
Watchman Group
Texas
$792K +$6.74K +14 +0.9%
OPWM
1983
Oakwell Private Wealth Management
Texas
$792K
RCWMU
1984
Rothschild & Co Wealth Management (UK)
United Kingdom
$788K
DFG
1985
Dupree Financial Group
Kentucky
$786K +$286K +594 +61%
SPAS
1986
Spectrum Planning & Advisory Services
California
$786K +$750K +1,559 New
CIA
1987
Covington Investment Advisors
Pennsylvania
$783K
LWM
1988
Lakeridge Wealth Management
Ohio
$783K +$111K +231 +17%
DCM
1989
Dimension Capital Management
Florida
$783K
FNFDCM
1990
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$780K
HWM
1991
HighMark Wealth Management
Minnesota
$778K
BAWC
1992
Boyce & Associates Wealth Consulting
Texas
$777K +$1.93K +4 +0.3%
WFMPM
1993
Woodley Farra Manion Portfolio Management
Indiana
$775K -$6.26K -13 -0.8%
TI
1994
Trexquant Investment
Connecticut
$774K -$6.94M -14,417 -90%
SWP
1995
Significant Wealth Partners
Illinois
$768K +$403K +837 +120%
FWSM
1996
First Wilshire Securities Management
California
$767K
SFG
1997
Synergy Financial Group
California
$766K +$91.4K +190 +14%
PFA
1998
Pathway Financial Advisors
Vermont
$763K
BWM
1999
Buska Wealth Management
Wisconsin
$763K +$247K +513 +51%
WAM
2000
Walker Asset Management
Missouri
$760K +$2.89K +6 +0.4%