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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Castle Wealth Management
Florida
$58K +$62.5K +166 New
NSB
2002
Norway Savings Bank
Maine
$57K – – –
AC
2003
AlphaCore Capital
California
$56K +$50.1K +133 +443%
FWA
2004
FSC Wealth Advisors
New York
$55K -$377 -1 -0.6%
HPC
2005
HM Payson & Co
Maine
$54K -$112K -296 -66%
AA
2006
Addison Advisors
Vermont
$54K +$17.3K +46 +42%
PCA
2007
Providence Capital Advisors
North Carolina
$51K – – –
WSC
2008
Wellington Shields & Co
New York
$51K +$55K +146 New
OC
2009
Oakworth Capital
Alabama
$50K – – –
DWMG
2010
DB Wealth Management Group
California
$48K +$4.9K +13 +10%
HBW
2011
Hazlett, Burt & Watson
West Virginia
$46K +$24.1K +64 +91%
BAM
2012
Bellevue Asset Management
Washington
$44K – – –
PP
2013
PFS Partners
New Jersey
$43.9K – – –
NIC
2014
Northwest Investment Counselors
Oregon
$42K – – –
HI
2015
Hoey Investments
Pennsylvania
$41K +$44.8K +119 New
PWC
2016
PYA Waltman Capital
Tennessee
$40K – – –
BA
2017
Bivin & Associates
Oklahoma
$38K – – –
MAWCM
2018
Mine & Arao Wealth Creation & Management
California
$36K +$1.51K +4 +4%
CWM
2019
CarsonAllaria Wealth Management
Illinois
$35K – – –
KFS
2020
Kelly Financial Services
Massachusetts
$33K – – –
JWBC
2021
John W. Brooker & Co
California
$33K – – –
SIAP
2022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
RF
2023
Robbins Farley
New Hampshire
$31K -$9.04K -24 -21%
BRWM
2024
B. Riley Wealth Management
Tennessee
$30.5K +$666K +1,769 +14%
PWM
2025
Provident Wealth Management
Tennessee
$30K +$11.3K +30 +55%
79 80
81
82 83