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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1976
Premier Path Wealth Partners
New Jersey
$1.7M -$9.98K -19 -0.6%
MKW
1977
Mullaney, Keating & Wright
Connecticut
$1.69M +$43.6K +83 +3%
PWG
1978
Portside Wealth Group
Utah
$1.69M +$56.8K +108 +4%
OAM
1979
Occidental Asset Management
California
$1.68M -$178K -338 -10%
NI
1980
NDVR Inc
Massachusetts
$1.67M -$24.7K -47 -2%
ICMM
1981
Integrated Capital Management (Michigan)
Michigan
$1.67M -$147K -280 -9%
FG
1982
Foster Group
Iowa
$1.66M +$306K +582 +25%
SFPG
1983
Stonebridge Financial Planning Group
Florida
$1.66M -$34.2K -65 -2%
VCAM
1984
Van Cleef Asset Management
Ohio
$1.65M +$1.05K +2 +0.1%
PCFFS
1985
Pacific Center for Financial Services
California
$1.65M +$65.2K +124 +4%
VFIC
1986
Valley Forge Investment Consultants
Pennsylvania
$1.65M – – –
CPC
1987
CFC Planning Company
Indiana
$1.65M +$156K +296 +11%
ONSWM
1988
Old North State Wealth Management
North Carolina
$1.65M +$956K +1,819 +169%
GI
1989
Gradient Investments
Minnesota
$1.64M +$356K +678 +31%
WGC
1990
Watts Gwilliam & Co
Arizona
$1.64M -$68.8K -131 -5%
RWS
1991
Resolute Wealth Strategies
Mississippi
$1.64M +$1.26M +2,395 +489%
ECA
1992
Elevate Capital Advisors
Colorado
$1.64M -$2.21M -4,198 -59%
WJA
1993
Willis Johnson & Associates
Texas
$1.64M -$27.9K -53 -2%
I
1994
INVST
Indiana
$1.64M +$411K +782 +37%
LW
1995
Libra Wealth
California
$1.63M +$11K +21 +0.7%
GC
1996
Grange Capital
Oregon
$1.63M -$449K -854 -23%
CCWM
1997
Cassaday & Co Wealth Management
Virginia
$1.62M -$969K -1,844 -39%
HCM
1998
HMS Capital Management
Tennessee
$1.62M -$148K -281 -9%
CWP
1999
Concord Wealth Partners
Virginia
$1.62M +$962K +1,830 +180%
CAMV
2000
Concord Asset Management (Virginia)
Virginia
$1.62M +$1.5M +2,847 New
78 79
80
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