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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2001
Providence Capital Advisors
North Carolina
$48K – – –
WSC
2002
Wellington Shields & Co
New York
$48K – – –
OC
2003
Oakworth Capital
Alabama
$47K – – –
PWMG
2004
Prestige Wealth Management Group
New Jersey
$46K -$13.9K -38 -21%
DWMG
2005
DB Wealth Management Group
California
$46K – – –
CWM
2006
Castle Wealth Management
Florida
$45K -$10.6K -29 -17%
MHR
2007
Matthew Hamilton Rosenberg
$42K -$210K -574 -82%
BAM
2008
Bellevue Asset Management
Washington
$42K – – –
PP
2009
PFS Partners
New Jersey
$41.7K +$365 +1 +0.8%
JWBC
2010
John W. Brooker & Co
California
$41K +$10.6K +29 +30%
CI
2011
Cordant Inc
Oregon
$41K +$45.3K +124 New
NIC
2012
Northwest Investment Counselors
Oregon
$39K – – –
PWC
2013
PYA Waltman Capital
Tennessee
$38K – – –
VCM
2014
Vigilant Capital Management
Maine
$36K -$59.2K -162 -59%
MAWCM
2015
Mine & Arao Wealth Creation & Management
California
$34K +$365 +1 +1%
CWM
2016
CarsonAllaria Wealth Management
Illinois
$33K – – –
BCM
2017
Bourgeon Capital Management
Connecticut
$33K +$36.5K +100 New
RG
2018
Retirement Group
California
$32K -$129K -353 -78%
KFS
2019
Kelly Financial Services
Massachusetts
$31.4K +$365 +1 +1%
WAM
2020
WFA Asset Management
Wisconsin
$31.3K +$8.04K +22 +30%
AWM
2021
Aberdeen Wealth Management
Illinois
$28K – – –
ZC
2022
Zeit Capital
Colorado
$26K – – –
DWA
2023
Dougherty Wealth Advisers
Minnesota
$25K – – –
LCM
2024
Logan Capital Management
Pennsylvania
$25K – – –
NL
2025
NVWM LLC
Pennsylvania
$25K +$27.4K +75 New
79 80
81
82 83