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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2001
Joseph P. Lucia & Associates
New York
$198K – – –
OCM
2002
Orion Capital Management
California
$197K – – –
GC
2003
Garde Capital
Washington
$191K +$20.1K +49 +12%
HPC
2004
HM Payson & Co
Maine
$187K – – –
CDIA
2005
Capital Directions Investment Advisors
Georgia
$181K +$179K +437 New
SWM
2006
Sugarloaf Wealth Management
Georgia
$180K +$409 +1 +0.2%
WC
2007
Westwind Capital
New Mexico
$173K – – –
WFA
2008
Wells Financial Advisors
Massachusetts
$166K – – –
FWP
2009
FAS Wealth Partners
Kansas
$166K +$819 +2 +0.5%
IWP
2010
IAG Wealth Partners
Wisconsin
$149K +$61.4K +150 +72%
BCP
2011
Blue Chip Partners
Michigan
$145K -$9.82K -24 -6%
HI
2012
Hudock Inc
Pennsylvania
$135K +$25.4K +62 +24%
CAL
2013
Capital Analysts LLC
Pennsylvania
$129K -$12.7K -31 -9%
CAL
2014
Capital Advisors Ltd
Ohio
$129K – – –
PP
2015
Pacifica Partners
Canada
$126K – – –
PCOC
2016
Power Corp of Canada
Canada
$125K +$123K +300 New
ME
2017
McIlrath & Eck
Washington
$116K -$1.23K -3 -1%
BWA
2018
BDO Wealth Advisors
Florida
$114K – – –
IWMA
2019
Ironwood Wealth Management (Arizona)
Arizona
$114K +$6.14K +15 +6%
AIP
2020
Ahrens Investment Partners
Louisiana
$112K +$38.1K +93 +53%
LWA
2021
Lenox Wealth Advisors
New York
$107K – – –
T2I
2022
Turim 21 Investimentos
Brazil
$106K +$91.7K +224 +700%
EA
2023
Evolution Advisers
Virginia
$105K – – –
HS
2024
Horan Securities
United States
$105K – – –
SMG
2025
Spectrum Management Group
Indiana
$105K +$61.4K +150 +144%
79 80
81
82 83