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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2001
FSC Wealth Advisors
New York
$52K -$730 -2 -1%
PCA
2002
Providence Capital Advisors
North Carolina
$48K – – –
WSC
2003
Wellington Shields & Co
New York
$48K – – –
OC
2004
Oakworth Capital
Alabama
$47K – – –
PWMG
2005
Prestige Wealth Management Group
New Jersey
$46K -$13.9K -38 -21%
DWMG
2006
DB Wealth Management Group
California
$46K – – –
CWM
2007
Castle Wealth Management
Florida
$45K -$10.6K -29 -17%
MHR
2008
Matthew Hamilton Rosenberg
$42K -$210K -574 -82%
BAM
2009
Bellevue Asset Management
Washington
$42K – – –
PP
2010
PFS Partners
New Jersey
$41.7K +$365 +1 +0.8%
JWBC
2011
John W. Brooker & Co
California
$41K +$10.6K +29 +30%
CI
2012
Cordant Inc
Oregon
$41K +$45.3K +124 New
NIC
2013
Northwest Investment Counselors
Oregon
$39K – – –
PWC
2014
PYA Waltman Capital
Tennessee
$38K – – –
VCM
2015
Vigilant Capital Management
Maine
$36K -$59.2K -162 -59%
MAWCM
2016
Mine & Arao Wealth Creation & Management
California
$34K +$365 +1 +1%
CWM
2017
CarsonAllaria Wealth Management
Illinois
$33K – – –
BCM
2018
Bourgeon Capital Management
Connecticut
$33K +$36.5K +100 New
RG
2019
Retirement Group
California
$32K -$129K -353 -78%
KFS
2020
Kelly Financial Services
Massachusetts
$31.4K +$365 +1 +1%
WAM
2021
WFA Asset Management
Wisconsin
$31.3K +$8.04K +22 +30%
AWM
2022
Aberdeen Wealth Management
Illinois
$28K – – –
ZC
2023
Zeit Capital
Colorado
$26K – – –
DWA
2024
Dougherty Wealth Advisers
Minnesota
$25K – – –
LCM
2025
Logan Capital Management
Pennsylvania
$25K – – –
79 80
81
82 83