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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2001
Hamilton Point Investment Advisors
North Carolina
$1.62M -$10.5K -20 -0.7%
SSWM
2002
Smith Salley Wealth Management
North Carolina
$1.61M +$101K +193 +7%
BW
2003
BXM Wealth
Colorado
$1.61M +$174K +331 +13%
PWA
2004
Peterson Wealth Advisors
Utah
$1.61M +$43.6K +83 +3%
THL
2005
Tillman Hartley LLC
Colorado
$1.6M +$776K +1,476 +110%
TCM
2006
Thomist Capital Management
Texas
$1.59M +$1.48M +2,812 New
LCS
2007
Levin Capital Strategies
New York
$1.59M -$8.41K -16 -0.6%
1SB
2008
1ST Source Bank
Indiana
$1.59M +$4.2K +8 +0.3%
AC
2009
AWM Capital
Arizona
$1.59M -$284K -541 -16%
CIM
2010
Cambria Investment Management
California
$1.59M +$1.47M +2,798 New
AWS
2011
Arkfeld Wealth Strategies
Nebraska
$1.59M -$15.8K -30 -1%
KA
2012
Kooman & Associates
Pennsylvania
$1.59M +$526 +1 +0%
SN
2013
Sittner & Nelson
Oregon
$1.58M +$287K +546 +24%
EBT
2014
Enterprise Bank & Trust
Massachusetts
$1.58M -$37.3K -71 -2%
CFA
2015
Capstone Financial Advisors
Illinois
$1.58M +$250K +476 +21%
PA
2016
Procyon Advisors
Connecticut
$1.58M -$1.1M -2,102 -43%
IJWM
2017
Inman Jager Wealth Management
Mississippi
$1.58M -$2.1K -4 -0.1%
NAM
2018
NorthCrest Asset Manangement
Minnesota
$1.57M +$19.4K +37 +1%
CFP
2019
Cascade Financial Partners
California
$1.56M -$128K -244 -8%
SC
2020
Schiavi & Co
Delaware
$1.56M – – –
CG
2021
Corundum Group
Colorado
$1.56M +$82.5K +157 +6%
RTC
2022
Riverview Trust Company
Washington
$1.56M – – –
BCM
2023
Bourgeon Capital Management
Connecticut
$1.56M – – –
MIP
2024
Marietta Investment Partners
Wisconsin
$1.56M – – –
BI
2025
BFI Infinity
Switzerland
$1.55M +$541K +1,029 +60%
79 80
81
82 83