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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1976
First Community Trust
Iowa
$966K – – –
MPCA
1977
Madison Park Capital Advisors
Washington
$964K +$3.56K +7 +0.4%
FPCG
1978
Fort Pitt Capital Group
Pennsylvania
$964K +$3.05K +6 +0.3%
PPW
1979
Presilium Private Wealth
Pennsylvania
$962K +$9.15K +18 +1%
IFWM
1980
Institute for Wealth Management
Colorado
$960K -$67.6K -133 -7%
LA
1981
Latitude Advisors
Florida
$957K +$69.6K +137 +8%
CWMGP
1982
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$956K +$508 +1 +0.1%
TF
1983
TLWM Financial
Texas
$956K +$106K +209 +13%
HG
1984
Herbst Group
Connecticut
$954K +$13.2K +26 +1%
WCM
1985
Wallace Capital Management
Texas
$954K +$54.4K +107 +6%
MM
1986
Main Management
California
$953K – – –
I
1987
INVST
Indiana
$950K -$386K -759 -30%
NCM
1988
Northwest Capital Management
Oregon
$945K +$1.02K +2 +0.1%
AIA
1989
Arcadia Investment Advisors
Idaho
$945K – – –
APW
1990
Austin Private Wealth
Texas
$944K +$305K +600 +50%
MCCP
1991
Mission Creek Capital Partners
California
$940K +$251K +493 +38%
HR
1992
Howe & Rusling
New York
$933K +$272K +535 +43%
SPAS
1993
Spectrum Planning & Advisory Services
California
$931K +$104K +205 +13%
FAM
1994
Formidable Asset Management
Ohio
$926K -$114K -224 -11%
NAM
1995
NorthCrest Asset Manangement
Minnesota
$923K +$190K +373 +27%
UW
1996
Unique Wealth
Florida
$923K +$81.8K +161 +10%
BC
1997
Barrett & Company
Rhode Island
$922K – – –
FCG
1998
Financial Connections Group
California
$922K -$15.2K -30 -2%
FFL
1999
Financial Freedom LLC
Ohio
$918K +$508 +1 +0.1%
LC
2000
LCNB Corp
Ohio
$918K +$884K +1,740 New
78 79
80
81 82