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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
CIBC World Markets
New York
$1.4M -$39.5K -73 -3%
EF
1977
Elite Financial
Idaho
$1.4M +$1.41M +2,594 New
BFA
1978
Bragg Financial Advisors
North Carolina
$1.4M -$40.6K -75 -3%
ECM
1979
EagleClaw Capital Management
Massachusetts
$1.4M – – –
CWP
1980
Cyndeo Wealth Partners
Florida
$1.4M +$3.79K +7 +0.3%
HAM
1981
Harmony Asset Management
Arizona
$1.4M +$39K +72 +3%
CF
1982
Claris Financial
Virginia
$1.39M +$1.4M +2,588 New
HCA
1983
Heck Capital Advisors
Wisconsin
$1.39M +$1.4M +2,584 New
LWM
1984
Lyell Wealth Management
California
$1.38M -$286K -528 -17%
BWM
1985
BlackDiamond Wealth Management
New York
$1.38M – – –
IAMOG
1986
Investors Asset Management of Georgia
Georgia
$1.37M +$2.17K +4 +0.2%
LWM
1987
Level Wealth Management
North Carolina
$1.37M +$1.38M +2,549 New
MM
1988
Meridian Management
Arkansas
$1.37M – – –
PWM
1989
Partners Wealth Management
California
$1.37M +$1.37M +2,538 New
MPW
1990
Magnolia Private Wealth
Pennsylvania
$1.37M +$1.37M +2,536 New
CPC
1991
CFC Planning Company
Indiana
$1.37M +$1.37M +2,534 New
AWMM
1992
Aegis Wealth Management (Maryland)
Maryland
$1.36M +$1.37M +2,529 New
MIM
1993
Miller Investment Management
Pennsylvania
$1.36M – – –
STA
1994
Smith Thornton Advisors
Alabama
$1.36M -$542 -1 -0%
JSA
1995
Jim Saulnier & Associates
Colorado
$1.35M -$56.9K -105 -4%
BMO
1996
Beck Mack & Oliver
New York
$1.35M -$108K -200 -7%
KIM
1997
Kane Investment Management
California
$1.35M +$1.36M +2,503 New
FWM
1998
Fairhaven Wealth Management
Illinois
$1.34M +$30.3K +56 +2%
KHCM
1999
Kirtland Hills Capital Management
Ohio
$1.34M +$609K +1,125 +82%
PAMG
2000
Patton Albertson Miller Group
Tennessee
$1.34M +$540K +997 +67%
78 79
80
81 82