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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2001
Cottage Street Advisors
Massachusetts
$382K +$172K +420 +76%
DBT
2002
Dubuque Bank & Trust
Iowa
$382K – – –
TCM
2003
Tradewinds Capital Management
Washington
$382K +$3.68K +9 +0.9%
AWA
2004
Archvest Wealth Advisors
California
$382K +$24.9K +61 +7%
CCM
2005
Chiron Capital Management
Florida
$381K +$21.3K +52 +6%
PCMF
2006
Private Capital Management (Florida)
Florida
$381K – – –
PCM
2007
Poehling Capital Management
Wisconsin
$381K +$396K +969 New
BWL
2008
Beacon Wealthcare LLC
North Carolina
$380K +$152K +371 +62%
SDAM
2009
Shulman DeMeo Asset Management
New York
$380K +$818 +2 +0.2%
KFI
2010
Key Financial Inc
Pennsylvania
$380K +$13.5K +33 +4%
TCM
2011
Towercrest Capital Management
Pennsylvania
$379K +$409 +1 +0.1%
PP
2012
PrairieView Partners
Minnesota
$379K +$65.8K +161 +20%
FFWA
2013
FRG Family Wealth Advisors
Washington
$379K -$45K -110 -10%
WCWM
2014
Willow Creek Wealth Management
California
$379K – – –
PFP
2015
Paragon Financial Partners
California
$379K +$61.3K +150 +18%
OHWA
2016
Oak Hill Wealth Advisors
Virginia
$379K +$7.36K +18 +2%
SGK
2017
Steigerwald Gordon & Koch
Virginia
$376K +$13.5K +33 +4%
OCM
2018
Osterweis Capital Management
California
$375K – – –
DFG
2019
Delta Financial Group
New Jersey
$375K +$390K +955 New
LF
2020
LifeSteps Financial
California
$374K +$389K +952 New
HFS
2021
Heritage Financial Services
Massachusetts
$373K -$297K -726 -43%
BPC
2022
Banque Pictet & Cie
Switzerland
$373K -$2.7M -6,592 -87%
AA
2023
Addison Advisors
Vermont
$373K +$409 +1 +0.1%
SW
2024
SMART Wealth
Nebraska
$371K +$2.04K +5 +0.5%
RIP
2025
RAM Investment Partners
Washington
$371K – – –
79 80
81
82 83