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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2001
Sabal Trust
Florida
$1.4M -$17.8K -33 -1%
CF
2002
Claris Financial
Virginia
$1.39M – – –
VP
2003
Verisail Partners
Georgia
$1.39M +$24.3K +45 +2%
HWA
2004
HHM Wealth Advisors
Tennessee
$1.39M +$26.5K +49 +2%
ARAM
2005
Ardmore Road Asset Management
New York
$1.39M -$2.38M -4,400 -62%
NAM
2006
NorthCrest Asset Manangement
Minnesota
$1.39M -$41.1K -76 -3%
CPRC
2007
Consolidated Portfolio Review Corp
New York
$1.38M +$168K +310 +13%
PWP
2008
Private Wealth Partners
California
$1.37M +$29.2K +54 +2%
CWM
2009
Chemistry Wealth Management
New York
$1.37M +$541 +1 +0%
BIG
2010
Brooklyn Investment Group
New York
$1.36M +$600K +1,109 +72%
SSWM
2011
Smith Salley Wealth Management
North Carolina
$1.36M +$537K +994 +60%
GFA
2012
Gallagher Fiduciary Advisors
Illinois
$1.36M +$90.8K +168 +7%
GWM
2013
GSB Wealth Management
Connecticut
$1.35M -$60.5K -112 -4%
IFA
2014
Independence Financial Advisors
New Hampshire
$1.35M +$1.42M +2,624 New
BIA
2015
BHK Investment Advisors
Alabama
$1.34M – – –
AWC
2016
Adamsbrown Wealth Consultants
Kansas
$1.34M +$541 +1 +0%
AP
2017
Aspect Partners
Virginia
$1.34M +$851K +1,575 +151%
CWM
2018
CIBC World Markets
New York
$1.34M +$10.8K +20 +0.8%
VFG
2019
Valley Financial Group
Pennsylvania
$1.34M +$1.08K +2 +0.1%
MPW
2020
Magnolia Private Wealth
Pennsylvania
$1.34M +$40K +74 +3%
CPC
2021
CFC Planning Company
Indiana
$1.34M +$38.9K +72 +3%
EA
2022
Eclectic Associates
California
$1.34M +$3.78K +7 +0.3%
BWM
2023
BlackDiamond Wealth Management
New York
$1.34M +$14.1K +26 +1%
ECM
2024
EagleClaw Capital Management
Massachusetts
$1.33M – – –
CG
2025
Corundum Group
Colorado
$1.33M -$1.22M -2,261 -47%
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