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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
2001
XML Financial
Maryland
$606K +$29.1K +71 +5%
MA
2002
MONECO Advisors
Connecticut
$605K +$30.3K +74 +6%
BFG
2003
Bouchey Financial Group
New York
$604K +$17.2K +42 +3%
PPW
2004
Presilium Private Wealth
Pennsylvania
$604K +$31.5K +77 +6%
SWP
2005
Strategic Wealth Partners
Ohio
$603K +$120K +293 +27%
MWA
2006
Mills Wealth Advisors
Texas
$602K -$15.6K -38 -3%
ACM
2007
Arlington Capital Management
Illinois
$602K -$163K -399 -22%
PWIA
2008
Porter White Investment Advisors
Alabama
$599K +$9.01K +22 +2%
WKWM
2009
Walter & Keenan Wealth Management
Indiana
$599K +$2.87K +7 +0.5%
VWA
2010
VERITY Wealth Advisors
United States
$598K – – –
RWM
2011
Refined Wealth Management
Utah
$595K -$7.78K -19 -1%
CA
2012
CapWealth Advisors
Tennessee
$593K -$24.6K -60 -4%
SKK
2013
Shepherd Kaplan Krochuk
Massachusetts
$593K +$79.4K +194 +17%
SS
2014
Sunbelt Securities
Texas
$589K +$109K +266 +25%
MSG
2015
Main Street Group
Virginia
$588K +$551K +1,346 New
IC
2016
Inscription Capital
Texas
$588K +$32.8K +80 +6%
RCM
2017
Richardson Capital Management
Wisconsin
$587K +$551K +1,345 New
HAM
2018
Harmony Asset Management
Arizona
$585K +$549K +1,340 New
MCCP
2019
Mission Creek Capital Partners
California
$584K +$57.3K +140 +12%
SFG
2020
Synergy Financial Group
California
$584K -$145K -354 -21%
NL
2021
Navalign LLC
California
$583K +$141K +345 +35%
SAMT
2022
Select Asset Management & Trust
Pennsylvania
$583K +$547K +1,335 New
KAM
2023
Knightsbridge Asset Management
California
$583K +$78.2K +191 +17%
RW
2024
REDW Wealth
New Mexico
$583K – – –
CFO
2025
Custos Family Office
Texas
$582K -$74.1K -181 -12%
79 80
81
82 83