We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Hudock Inc
Pennsylvania
$115K +$33.8K +80 +44%
LWA
2002
Lenox Wealth Advisors
New York
$114K +$4.22K +10 +4%
IWMA
2003
Ironwood Wealth Management (Arizona)
Arizona
$113K – – –
PWM
2004
Provident Wealth Management
Tennessee
$113K +$109K +258 New
EA
2005
Evolution Advisers
Virginia
$110K +$107K +253 New
HS
2006
Horan Securities
United States
$110K +$107K +253 New
AWM
2007
Ameliora Wealth Management
Switzerland
$106K +$113K +267 New
RCA
2008
Riverview Capital Advisers
Massachusetts
$105K +$102K +241 New
ETI
2009
Enterprise Trust & Investment
California
$100K – – –
HR
2010
Howe & Rusling
New York
$96K – – –
SFA
2011
Semmax Financial Advisors
North Carolina
$95K +$2.11K +5 +2%
IWP
2012
IAG Wealth Partners
Wisconsin
$91K -$1.69K -4 -2%
EBA
2013
Eagle Bay Advisors
New York
$90K -$59.5K -141 -41%
PSB
2014
Piscataqua Savings Bank
New Hampshire
$90K +$87.4K +207 New
AWM
2015
AllSquare Wealth Management
New York
$89K – – –
CIA
2016
Cascade Investment Advisors
Oregon
$87.3K – – –
AIP
2017
Ahrens Investment Partners
Louisiana
$77K +$74.7K +177 New
BWS
2018
BCR Wealth Strategies
Alabama
$76K +$73K +173 New
NSB
2019
Norway Savings Bank
Maine
$72K – – –
RF
2020
Robbins Farley
New Hampshire
$71K -$2.11K -5 -3%
FWA
2021
FSC Wealth Advisors
New York
$70K +$67.5K +160 New
IAG
2022
Investmark Advisory Group
Connecticut
$68K +$66.3K +157 New
PCA
2023
Providence Capital Advisors
North Carolina
$64K – – –
OC
2024
Oakworth Capital
Alabama
$63K – – –
PWMG
2025
Prestige Wealth Management Group
New Jersey
$63K +$422 +1 +0.7%
79 80
81
82 83