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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
2001
Sonora Investment Management Group
Arizona
$288K -$1.08M -2,946 -79%
NCM
2002
Neumann Capital Management
California
$288K – – –
NG
2003
NatWest Group
United Kingdom
$288K -$267K -727 -49%
AT
2004
Avalon Trust
New Mexico
$288K +$281K +765 New
AFP
2005
Advus Financial Partners
Florida
$287K -$78.8K -215 -22%
PCH
2006
PGIM Custom Harvest
New Jersey
$286K – – –
SAM
2007
Strategy Asset Managers
California
$286K +$367 +1 +0.1%
FM
2008
Foster & Motley
Ohio
$286K +$23.5K +64 +9%
SWMG
2009
Signature Wealth Management Group
Georgia
$286K – – –
EWM
2010
Elmwood Wealth Management
California
$285K +$278K +757 New
MLFP
2011
MPS Loria Financial Planners
Illinois
$284K +$42.9K +117 +18%
SC
2012
Sinecera Capital
Texas
$283K +$1.1K +3 +0.4%
EL
2013
EMFO LLC
Florida
$282K – – –
PWM
2014
PRW Wealth Management
Massachusetts
$282K +$270K +737 New
CIS
2015
Connors Investor Services
Pennsylvania
$281K – – –
VC
2016
Vestor Capital
Illinois
$281K – – –
TCM
2017
Triumph Capital Management
Colorado
$281K -$1.01M -2,764 -79%
PAM
2018
Pegasus Asset Management
New York
$281K – – –
HWA
2019
Heartwood Wealth Advisors
Virginia
$281K -$478K -1,304 -64%
TCM
2020
Tandem Capital Management
New Jersey
$280K -$1.83K -5 -0.7%
AAM
2021
Aureus Asset Management
Massachusetts
$280K -$34.5K -94 -11%
MCIA
2022
Mountain Capital Investment Advisors
Colorado
$280K +$51.7K +141 +24%
GAM
2023
Grandview Asset Management
Pennsylvania
$278K +$1.1K +3 +0.4%
FW
2024
FirstPurpose Wealth
Utah
$277K -$26.8K -73 -9%
EAM
2025
Empirical Asset Management
Massachusetts
$276K -$16.9K -46 -6%
79 80
81
82 83