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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1976
Sensible Money
Arizona
$1.44M +$112K +207 +8%
MCM
1977
MV Capital Management
Maryland
$1.44M -$3.78K -7 -0.2%
FFG
1978
Fiduciary Financial Group
California
$1.44M +$938K +1,736 +139%
CWA
1979
Clarity Wealth Advisors
California
$1.44M +$169K +312 +13%
RIG
1980
RiverFront Investment Group
Virginia
$1.44M +$487K +900 +47%
KA
1981
Kooman & Associates
Pennsylvania
$1.44M -$2.7K -5 -0.2%
1SB
1982
1ST Source Bank
Indiana
$1.43M +$88.1K +163 +6%
LA
1983
Latitude Advisors
Florida
$1.43M +$452K +837 +43%
PCFFS
1984
Pacific Center for Financial Services
California
$1.43M +$340K +629 +29%
CWMGO
1985
Capstone Wealth Management Group (Oregon)
Oregon
$1.43M +$541 +1 +0%
IJWM
1986
Inman Jager Wealth Management
Mississippi
$1.43M -$54.6K -101 -4%
SFP
1987
Strategic Financial Partners
Oregon
$1.42M +$26.5K +49 +2%
LWA
1988
LifeGoal Wealth Advisors
New York
$1.42M -$93.5K -173 -6%
WCP
1989
Wick Capital Partners
Pennsylvania
$1.42M -$140K -259 -9%
CIA
1990
Compass Ion Advisors
Pennsylvania
$1.41M -$97.8K -181 -6%
SC
1991
Schiavi & Co
Delaware
$1.41M +$1.49M +2,749 New
IIA
1992
IPG Investment Advisors
California
$1.41M +$349K +645 +31%
RTC
1993
Riverview Trust Company
Washington
$1.41M – – –
BCM
1994
Bourgeon Capital Management
Connecticut
$1.41M +$8.11K +15 +0.6%
JFGIW
1995
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M -$469K -868 -24%
MIP
1996
Marietta Investment Partners
Wisconsin
$1.41M -$7.57K -14 -0.5%
AWS
1997
Arkfeld Wealth Strategies
Nebraska
$1.4M +$421K +778 +38%
B
1998
BetterWealth
California
$1.4M -$10.8K -20 -0.7%
WWM
1999
Wolff Wiese Magana
California
$1.4M +$302K +559 +26%
BF
2000
Bonfire Financial
Colorado
$1.4M +$241K +445 +20%
78 79
80
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