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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
AllSquare Wealth Management
New York
$63K – – –
PWMG
2002
Prestige Wealth Management Group
New Jersey
$62K +$10.5K +28 +19%
AIP
2003
Ahrens Investment Partners
Louisiana
$61K -$35K -93 -34%
IA
2004
IFS Advisors
Kansas
$61K – – –
BWS
2005
BCR Wealth Strategies
Alabama
$60K – – –
CWM
2006
Castle Wealth Management
Florida
$58K +$62.5K +166 New
NSB
2007
Norway Savings Bank
Maine
$57K – – –
AC
2008
AlphaCore Capital
California
$56K +$50.1K +133 +443%
FWA
2009
FSC Wealth Advisors
New York
$55K -$377 -1 -0.6%
HPC
2010
HM Payson & Co
Maine
$54K -$112K -296 -66%
AA
2011
Addison Advisors
Vermont
$54K +$17.3K +46 +42%
PCA
2012
Providence Capital Advisors
North Carolina
$51K – – –
WSC
2013
Wellington Shields & Co
New York
$51K +$55K +146 New
OC
2014
Oakworth Capital
Alabama
$50K – – –
DWMG
2015
DB Wealth Management Group
California
$48K +$4.9K +13 +10%
HBW
2016
Hazlett, Burt & Watson
West Virginia
$46K +$24.1K +64 +91%
BAM
2017
Bellevue Asset Management
Washington
$44K – – –
PP
2018
PFS Partners
New Jersey
$43.9K – – –
NIC
2019
Northwest Investment Counselors
Oregon
$42K – – –
HI
2020
Hoey Investments
Pennsylvania
$41K +$44.8K +119 New
PWC
2021
PYA Waltman Capital
Tennessee
$40K – – –
BA
2022
Bivin & Associates
Oklahoma
$38K – – –
MAWCM
2023
Mine & Arao Wealth Creation & Management
California
$36K +$1.51K +4 +4%
CWM
2024
CarsonAllaria Wealth Management
Illinois
$35K – – –
KFS
2025
Kelly Financial Services
Massachusetts
$33K – – –
79 80
81
82 83