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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Acorn Wealth Advisors
Michigan
$917K -$13.2K -26 -1%
IFA
2002
Interactive Financial Advisors
Illinois
$916K +$5.08K +10 +0.6%
RIG
2003
RiverFront Investment Group
Virginia
$916K +$199K +392 +29%
MAWA
2004
Moss Adams Wealth Advisors
Washington
$908K +$63K +124 +8%
AF
2005
Apollon Financial
South Carolina
$906K +$3.05K +6 +0.4%
MCM
2006
McRae Capital Management
New Jersey
$906K – – –
FL
2007
FreeGulliver LLC
Louisiana
$906K +$3.56K +7 +0.4%
TCPW
2008
Twin City Private Wealth
North Carolina
$904K +$6.1K +12 +0.7%
RMC
2009
Resources Management Corp
Connecticut
$904K +$323K +635 +59%
TWM
2010
Trueblood Wealth Management
Ohio
$901K +$330K +649 +61%
RPSA
2011
Richard P. Slaughter Associates
Texas
$900K -$12.2K -24 -1%
WCM
2012
WealthBridge Capital Management
Ohio
$898K +$39.1K +77 +5%
RCM
2013
RB Capital Management
Nevada
$898K +$179K +353 +26%
SSWM
2014
Smith Salley Wealth Management
North Carolina
$891K +$223K +438 +35%
WN
2015
Williams & Novak
California
$891K -$76.2K -150 -8%
EGA
2016
Eagle Global Advisors
Texas
$889K – – –
NAM
2017
NTV Asset Management
West Virginia
$889K +$2.03K +4 +0.2%
WDG
2018
Wealth Dimensions Group
Ohio
$888K +$38.6K +76 +5%
WFA
2019
Wade Financial Advisory
California
$888K -$4.58K -9 -0.5%
DCM
2020
Dudley Capital Management
Virginia
$888K +$8.13K +16 +1%
WCM
2021
Washington Capital Management
Washington
$884K – – –
JWBC
2022
J.W. Burns & Co
New York
$883K +$1.52K +3 +0.2%
FFBTD
2023
First Financial Bank - Trust Division
Ohio
$883K +$3.56K +7 +0.4%
SI
2024
Shaker Investments
Ohio
$882K +$2.54K +5 +0.3%
ACM
2025
Advance Capital Management
Michigan
$882K -$7.63K -15 -0.9%
79 80
81
82 83