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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Neumann Capital Management
California
$269K – – –
GWMI
2002
Guardian Wealth Management (Illinois)
Illinois
$269K – – –
LFP
2003
Leeward Financial Partners
Washington
$269K +$271K +766 New
LWM
2004
Lodestone Wealth Management
Washington
$269K +$271K +766 New
ACM
2005
Advance Capital Management
Michigan
$269K -$31.1K -88 -10%
LGG
2006
Luts & Greenleigh Group
Maryland
$268K +$269K +762 New
PCH
2007
PGIM Custom Harvest
New Jersey
$267K +$269K +761 New
SWMG
2008
Signature Wealth Management Group
Georgia
$267K -$2.12K -6 -0.8%
WAM
2009
Walker Asset Management
Missouri
$267K +$8.48K +24 +3%
SAM
2010
Strategy Asset Managers
California
$267K +$707 +2 +0.3%
HPC
2011
Hobart Private Capital
North Carolina
$266K -$27.6K -78 -9%
HIC
2012
Holderness Investments Company
North Carolina
$265K – – –
RW
2013
RVW Wealth
California
$265K -$158K -448 -37%
CF
2014
Clarity Financial
Texas
$265K +$266K +753 New
EL
2015
EMFO LLC
Florida
$264K – – –
FPGT
2016
Financial Partners Group (Tennessee)
Tennessee
$264K +$265K +750 New
TCM
2017
Tandem Capital Management
New Jersey
$264K +$265K +750 New
FWM
2018
Fingerlakes Wealth Management
New York
$263K +$2.12K +6 +0.8%
SWP
2019
Semus Wealth Partners
Florida
$263K +$265K +749 New
SC
2020
Sinecera Capital
Texas
$263K +$1.41K +4 +0.5%
CIS
2021
Connors Investor Services
Pennsylvania
$262K +$264K +747 New
PAM
2022
Pegasus Asset Management
New York
$262K +$21.9K +62 +9%
VC
2023
Vestor Capital
Illinois
$262K – – –
CP
2024
Capital Planning
Washington
$262K +$263K +745 New
KFI
2025
Key Financial Inc
Pennsylvania
$261K – – –
79 80
81
82 83