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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Lodestone Wealth Management
Washington
$269K +$271K +766 New
ACM
2002
Advance Capital Management
Michigan
$269K -$31.1K -88 -10%
LGG
2003
Luts & Greenleigh Group
Maryland
$268K +$269K +762 New
PCH
2004
PGIM Custom Harvest
New Jersey
$267K +$269K +761 New
SWMG
2005
Signature Wealth Management Group
Georgia
$267K -$2.12K -6 -0.8%
WAM
2006
Walker Asset Management
Missouri
$267K +$8.48K +24 +3%
SAM
2007
Strategy Asset Managers
California
$267K +$707 +2 +0.3%
HPC
2008
Hobart Private Capital
North Carolina
$266K -$27.6K -78 -9%
HIC
2009
Holderness Investments Company
North Carolina
$265K – – –
RW
2010
RVW Wealth
California
$265K -$158K -448 -37%
CF
2011
Clarity Financial
Texas
$265K +$266K +753 New
EL
2012
EMFO LLC
Florida
$264K – – –
FPGT
2013
Financial Partners Group (Tennessee)
Tennessee
$264K +$265K +750 New
TCM
2014
Tandem Capital Management
New Jersey
$264K +$265K +750 New
FWM
2015
Fingerlakes Wealth Management
New York
$263K +$2.12K +6 +0.8%
SWP
2016
Semus Wealth Partners
Florida
$263K +$265K +749 New
SC
2017
Sinecera Capital
Texas
$263K +$1.41K +4 +0.5%
CIS
2018
Connors Investor Services
Pennsylvania
$262K +$264K +747 New
PAM
2019
Pegasus Asset Management
New York
$262K +$21.9K +62 +9%
VC
2020
Vestor Capital
Illinois
$262K – – –
CP
2021
Capital Planning
Washington
$262K +$263K +745 New
KFI
2022
Key Financial Inc
Pennsylvania
$261K – – –
WIM
2023
Waycross Investment Management
Washington
$261K +$262K +743 New
IIC
2024
Ironwood Investment Counsel
Arizona
$261K -$491K -1,389 -65%
SOAG
2025
Silver Oak Advisory Group
Oregon
$260K +$262K +741 New
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