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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2001
Abundance Wealth Counselors
Pennsylvania
$687K – – –
FWM
2002
Fingerlakes Wealth Management
New York
$687K +$261K +571 +67%
ITB
2003
Idaho Trust Bank
Idaho
$687K +$654K +1,429 New
AAP
2004
Arax Advisory Partners
Colorado
$686K -$1.62M -3,548 -71%
BAM
2005
Berkshire Asset Management
Pennsylvania
$684K – – –
WA
2006
Wealth Alliance
New York
$683K +$119K +260 +22%
MIC
2007
Meridian Investment Counsel
California
$683K -$2.29K -5 -0.4%
DCM
2008
Donaldson Capital Management
Indiana
$679K -$87K -190 -12%
TWM
2009
Triton Wealth Management
Arizona
$678K +$148K +323 +28%
PHWM
2010
Pine Harbor Wealth Management
Maryland
$678K -$138K -301 -18%
RWM
2011
Refined Wealth Management
Utah
$676K +$20.1K +44 +3%
FCM
2012
Firestone Capital Management
Florida
$676K -$15.1K -33 -2%
CWA
2013
Consilium Wealth Advisory
Texas
$674K +$642K +1,403 New
OCM
2014
Osterweis Capital Management
California
$674K – – –
CWA
2015
Continuum Wealth Advisors
New York
$673K -$5.54M -12,109 -90%
LA
2016
Lakeside Advisors
Washington
$673K – – –
RW
2017
REDW Wealth
New Mexico
$672K +$29.3K +64 +5%
MPCA
2018
Madison Park Capital Advisors
Washington
$671K +$2.75K +6 +0.4%
PPW
2019
Presilium Private Wealth
Pennsylvania
$665K +$915 +2 +0.1%
AWA
2020
Amplius Wealth Advisors
Pennsylvania
$665K -$138K -302 -18%
PWIA
2021
Porter White Investment Advisors
Alabama
$664K +$4.58K +10 +0.7%
CBT
2022
Central Bank & Trust
Kentucky
$661K -$43K -94 -6%
MAM
2023
McLean Asset Management
Virginia
$661K +$21.5K +47 +4%
MSG
2024
Main Street Group
Virginia
$660K +$12.8K +28 +2%
WCA
2025
Westover Capital Advisors
Delaware
$660K +$628K +1,372 New
79 80
81
82 83