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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Versant Capital Management
Arizona
$2.92M +$1.35M +2,032 +92%
DPI
2002
Diversified Portfolios Inc
Michigan
$2.91M +$149K +224 +6%
UWP
2003
Uniting Wealth Partners
Kansas
$2.91M +$30.7K +46 +1%
FWP
2004
Falcon Wealth Planning
California
$2.9M -$48K -72 -2%
IIM
2005
InTrack Investment Management
Vermont
$2.9M -$383K -575 -12%
CFS
2006
Cannon Financial Strategists
Georgia
$2.9M +$6.67K +10 +0.2%
GC
2007
Gibson Capital
Pennsylvania
$2.89M -$190K -285 -6%
DWM
2008
Drive Wealth Management
Utah
$2.88M +$241K +362 +9%
LWCFA
2009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.88M -$37.3K -56 -1%
HWMO
2010
Heritage Wealth Management (Ohio)
Ohio
$2.88M +$2.79M +4,186 New
SFPG
2011
Stonebridge Financial Planning Group
Florida
$2.87M -$69.3K -104 -2%
LSA
2012
L & S Advisors
California
$2.87M -$140K -210 -5%
GCM
2013
Gallacher Capital Management
Colorado
$2.87M -$275K -413 -9%
HEM
2014
Henson-Edgewater Management
Ohio
$2.86M +$372K +558 +16%
CA
2015
Capital Advantage
California
$2.86M +$3.33K +5 +0.1%
SBA
2016
Seven Bridges Advisors
New York
$2.86M +$2.77M +4,157 New
CG
2017
Corundum Group
Colorado
$2.85M +$139K +208 +5%
R
2018
Rebalance
California
$2.85M -$88.7K -133 -3%
IC
2019
Inscription Capital
Texas
$2.85M +$139K +209 +5%
OC
2020
Optima Capital
Oregon
$2.84M -$170K -255 -6%
VBFP
2021
Valtinson Bruner Financial Planning
Minnesota
$2.84M +$12K +18 +0.4%
TSMHT
2022
Thurston Springer Miller Herd & Titak
Indiana
$2.82M +$193K +289 +8%
SIA
2023
Schear Investment Advisers
Ohio
$2.81M -$68.7K -103 -2%
CCA
2024
Collaborative Capital Advisors
New York
$2.8M +$2.72M +4,078 New
MKW
2025
Mullaney, Keating & Wright
Connecticut
$2.8M +$179K +269 +7%
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