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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2001
Capital Directions Investment Advisors
Georgia
$181K +$179K +437 New
SWM
2002
Sugarloaf Wealth Management
Georgia
$180K +$409 +1 +0.2%
WC
2003
Westwind Capital
New Mexico
$173K – – –
WFA
2004
Wells Financial Advisors
Massachusetts
$166K – – –
FWP
2005
FAS Wealth Partners
Kansas
$166K +$819 +2 +0.5%
IWP
2006
IAG Wealth Partners
Wisconsin
$149K +$61.4K +150 +72%
BCP
2007
Blue Chip Partners
Michigan
$145K -$9.82K -24 -6%
HI
2008
Hudock Inc
Pennsylvania
$135K +$25.4K +62 +24%
CAL
2009
Capital Analysts LLC
Pennsylvania
$129K -$12.7K -31 -9%
CAL
2010
Capital Advisors Ltd
Ohio
$129K – – –
PP
2011
Pacifica Partners
Canada
$126K – – –
PCOC
2012
Power Corp of Canada
Canada
$125K +$123K +300 New
ME
2013
McIlrath & Eck
Washington
$116K -$1.23K -3 -1%
BWA
2014
BDO Wealth Advisors
Florida
$114K – – –
IWMA
2015
Ironwood Wealth Management (Arizona)
Arizona
$114K +$6.14K +15 +6%
AIP
2016
Ahrens Investment Partners
Louisiana
$112K +$38.1K +93 +53%
LWA
2017
Lenox Wealth Advisors
New York
$107K – – –
T2I
2018
Turim 21 Investimentos
Brazil
$106K +$91.7K +224 +700%
EA
2019
Evolution Advisers
Virginia
$105K – – –
HS
2020
Horan Securities
United States
$105K – – –
SMG
2021
Spectrum Management Group
Indiana
$105K +$61.4K +150 +144%
CICI
2022
Capital Investment Counsel Inc
North Carolina
$104K +$102K +250 New
RCA
2023
Riverview Capital Advisers
Massachusetts
$100K – – –
KFI
2024
Key Financial Inc
Pennsylvania
$100K -$23.3K -57 -19%
ETI
2025
Enterprise Trust & Investment
California
$95K – – –
79 80
81
82 83