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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2001
Clarity Wealth Advisors
California
$1.34M +$13K +24 +1%
MWG
2002
Martin Worley Group
Utah
$1.34M +$1.34M +2,482 New
SPFA
2003
Summit Place Financial Advisors
New Jersey
$1.34M +$109K +201 +9%
RA
2004
Rockingstone Advisors
Massachusetts
$1.34M -$46K -85 -3%
NFG
2005
Northeast Financial Group
Pennsylvania
$1.33M -$12.5K -23 -0.9%
GFA
2006
Gallagher Fiduciary Advisors
Illinois
$1.33M +$1.34M +2,471 New
MS
2007
Madden Securities
Texas
$1.33M – – –
PGAM
2008
Princeton Global Asset Management
New Jersey
$1.32M -$39K -72 -3%
FMTC
2009
Farmers & Merchants Trust Company
California
$1.32M – – –
GSIAS
2010
Garden State Investment Advisory Services
New Jersey
$1.31M +$8.67K +16 +0.7%
SO
2011
Sierra Ocean
California
$1.31M +$1.32M +2,434 New
BIA
2012
Benchmark Investment Advisors
Illinois
$1.31M +$7.58K +14 +0.6%
MFS
2013
Madrona Financial Services
Washington
$1.31M +$418K +771 +47%
RCM
2014
Richardson Capital Management
Wisconsin
$1.31M +$81.2K +150 +7%
OPTFSNA
2015
Old Point Trust & Financial Services N A
Virginia
$1.31M +$1.31M +2,423 New
QPWM
2016
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$171K +316 +15%
MHB
2017
Midwest Heritage Bank
Iowa
$1.3M +$4.33K +8 +0.3%
WI
2018
Wintrust Investments
Illinois
$1.3M +$39.5K +73 +3%
WJA
2019
Willis Johnson & Associates
Texas
$1.3M -$355K -656 -21%
JWM
2020
JFG Wealth Management
Colorado
$1.3M -$201K -371 -13%
SIM
2021
Sims Investment Management
Ohio
$1.3M +$1.3M +2,409 New
TWM
2022
Tolleson Wealth Management
Texas
$1.3M – – –
SAMT
2023
Select Asset Management & Trust
Pennsylvania
$1.29M -$32.5K -60 -2%
GWA
2024
Geometric Wealth Advisors
District of Columbia
$1.29M +$1.08K +2 +0.1%
MIM
2025
Marshall Investment Management
Colorado
$1.29M +$1.33M +2,447 New
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