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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2001
BDO Wealth Advisors
Florida
$120K +$422 +1 +0.4%
AWA
2002
Amplius Wealth Advisors
Pennsylvania
$117K +$114K +270 New
HI
2003
Hudock Inc
Pennsylvania
$115K +$33.8K +80 +44%
LWA
2004
Lenox Wealth Advisors
New York
$114K +$4.22K +10 +4%
IWMA
2005
Ironwood Wealth Management (Arizona)
Arizona
$113K – – –
PWM
2006
Provident Wealth Management
Tennessee
$113K +$109K +258 New
EA
2007
Evolution Advisers
Virginia
$110K +$107K +253 New
HS
2008
Horan Securities
United States
$110K +$107K +253 New
AWM
2009
Ameliora Wealth Management
Switzerland
$106K +$113K +267 New
RCA
2010
Riverview Capital Advisers
Massachusetts
$105K +$102K +241 New
ETI
2011
Enterprise Trust & Investment
California
$100K – – –
HR
2012
Howe & Rusling
New York
$96K – – –
SFA
2013
Semmax Financial Advisors
North Carolina
$95K +$2.11K +5 +2%
IWP
2014
IAG Wealth Partners
Wisconsin
$91K -$1.69K -4 -2%
EBA
2015
Eagle Bay Advisors
New York
$90K -$59.5K -141 -41%
PSB
2016
Piscataqua Savings Bank
New Hampshire
$90K +$87.4K +207 New
AWM
2017
AllSquare Wealth Management
New York
$89K – – –
CIA
2018
Cascade Investment Advisors
Oregon
$87.3K – – –
AIP
2019
Ahrens Investment Partners
Louisiana
$77K +$74.7K +177 New
BWS
2020
BCR Wealth Strategies
Alabama
$76K +$73K +173 New
NSB
2021
Norway Savings Bank
Maine
$72K – – –
RF
2022
Robbins Farley
New Hampshire
$71K -$2.11K -5 -3%
FWA
2023
FSC Wealth Advisors
New York
$70K +$67.5K +160 New
IAG
2024
Investmark Advisory Group
Connecticut
$68K +$66.3K +157 New
PCA
2025
Providence Capital Advisors
North Carolina
$64K – – –
79 80
81
82 83