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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
PCH
2005
PGIM Custom Harvest
New Jersey
$286K – – –
SAM
2006
Strategy Asset Managers
California
$286K +$367 +1 +0.1%
FM
2007
Foster & Motley
Ohio
$286K +$23.5K +64 +9%
SWMG
2008
Signature Wealth Management Group
Georgia
$286K – – –
EWM
2009
Elmwood Wealth Management
California
$285K +$278K +757 New
MLFP
2010
MPS Loria Financial Planners
Illinois
$284K +$42.9K +117 +18%
SC
2011
Sinecera Capital
Texas
$283K +$1.1K +3 +0.4%
EL
2012
EMFO LLC
Florida
$282K – – –
PWM
2013
PRW Wealth Management
Massachusetts
$282K +$270K +737 New
CIS
2014
Connors Investor Services
Pennsylvania
$281K – – –
VC
2015
Vestor Capital
Illinois
$281K – – –
TCM
2016
Triumph Capital Management
Colorado
$281K -$1.01M -2,764 -79%
PAM
2017
Pegasus Asset Management
New York
$281K – – –
HWA
2018
Heartwood Wealth Advisors
Virginia
$281K -$478K -1,304 -64%
TCM
2019
Tandem Capital Management
New Jersey
$280K -$1.83K -5 -0.7%
AAM
2020
Aureus Asset Management
Massachusetts
$280K -$34.5K -94 -11%
MCIA
2021
Mountain Capital Investment Advisors
Colorado
$280K +$51.7K +141 +24%
GAM
2022
Grandview Asset Management
Pennsylvania
$278K +$1.1K +3 +0.4%
FW
2023
FirstPurpose Wealth
Utah
$277K -$26.8K -73 -9%
EAM
2024
Empirical Asset Management
Massachusetts
$276K -$16.9K -46 -6%
HWA
2025
HCR Wealth Advisors
California
$275K +$22.4K +61 +9%
79 80
81
82 83