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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GOCP
1976
Great Oak Capital Partners
Massachusetts
$2.4M -$21.3K -34 -0.9%
DPI
1977
Diversified Portfolios Inc
Michigan
$2.4M -$61.9K -99 -2%
KWM
1978
KMT Wealth Management
California
$2.39M +$197K +315 +9%
DA
1979
Dash Acquisitions
California
$2.39M +$887K +1,419 +63%
WWA
1980
Wingate Wealth Advisors
Massachusetts
$2.39M +$21.9K +35 +0.9%
ZIG
1981
Zullo Investment Group
Pennsylvania
$2.38M – – –
SF
1982
Slagle Financial
Illinois
$2.38M -$221K -354 -8%
WE
1983
Wealth Effects
Massachusetts
$2.38M +$3.13K +5 +0.1%
WCM
1984
Washburn Capital Management
Florida
$2.38M +$6.25K +10 +0.3%
VWS
1985
Virtus Wealth Solutions
New Jersey
$2.38M -$15K -24 -0.6%
AI
1986
Arrien Investments
Idaho
$2.38M -$81.3K -130 -3%
MWM
1987
Mascoma Wealth Management
New Hampshire
$2.37M +$625 +1 +0%
CW
1988
CrossGen Wealth
North Carolina
$2.37M -$245K -391 -9%
BLWM
1989
Bucket List Wealth Management
Florida
$2.37M +$8.13K +13 +0.3%
TAFW
1990
Tred Avon Family Wealth
Maryland
$2.37M +$132K +211 +6%
CFCS
1991
CDM Financial Counseling Services
Connecticut
$2.36M +$236K +377 +11%
AR
1992
Advisory Research
Illinois
$2.36M -$1.25K -2 -0.1%
CG
1993
Corundum Group
Colorado
$2.36M +$697K +1,114 +39%
CM
1994
Cercano Management
Washington
$2.35M – – –
IC
1995
Inscription Capital
Texas
$2.35M +$1.05M +1,684 +75%
PWM
1996
PTM Wealth Management
United States
$2.35M -$20K -32 -0.8%
UW
1997
Unique Wealth
Florida
$2.35M +$5K +8 +0.2%
CWAG
1998
Compton Wealth Advisory Group
Virginia
$2.33M -$109K -174 -4%
MB
1999
MidFirst Bank
Oklahoma
$2.32M +$18.8K +30 +0.8%
JFGIW
2000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.32M -$227K -363 -9%
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80
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