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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Cornerstone Capital
California
$1.76M +$1.69M +2,867 New
MA
2002
MONECO Advisors
Connecticut
$1.75M +$469K +795 +38%
T
2003
Tableaux
Massachusetts
$1.75M +$770K +1,307 +84%
WJA
2004
Willis Johnson & Associates
Texas
$1.75M -$11.2K -19 -0.7%
IIL
2005
Insight Inv LLC
California
$1.75M +$844K +1,432 +101%
HCM
2006
HMS Capital Management
Tennessee
$1.75M – – –
HPIA
2007
Hamilton Point Investment Advisors
North Carolina
$1.75M +$5.89K +10 +0.4%
MCM
2008
Morton Capital Management
California
$1.75M -$918K -1,557 -35%
TFA
2009
Toth Financial Advisory
Virginia
$1.74M +$528K +896 +46%
GIA
2010
Guyasuta Investment Advisors
Pennsylvania
$1.74M -$1.47M -2,493 -47%
CFP
2011
Cascade Financial Partners
California
$1.73M +$46.6K +79 +3%
NAM
2012
NorthCrest Asset Manangement
Minnesota
$1.73M +$45.4K +77 +3%
BCM
2013
Bourgeon Capital Management
Connecticut
$1.72M +$44.2K +75 +3%
KLI
2014
Kelman-Lazarov Inc
Tennessee
$1.72M +$393K +667 +31%
TFP
2015
Tilia Fiduciary Partners
North Carolina
$1.72M +$749K +1,270 +83%
AWS
2016
Arkfeld Wealth Strategies
Nebraska
$1.72M +$3.54K +6 +0.2%
MCM
2017
MV Capital Management
Maryland
$1.71M +$239K +406 +17%
KA
2018
Kooman & Associates
Pennsylvania
$1.71M – – –
PAM
2019
Pacific Asset Management
Washington
$1.71M +$226K +383 +16%
CWP
2020
Concord Wealth Partners
Virginia
$1.71M -$35.4K -60 -2%
SMDAM
2021
Sumitomo Mitsui DS Asset Management
Japan
$1.7M -$697K -1,183 -30%
IJWM
2022
Inman Jager Wealth Management
Mississippi
$1.7M +$4.13K +7 +0.3%
LCS
2023
Levin Capital Strategies
New York
$1.7M -$13.6K -23 -0.8%
CG
2024
Corundum Group
Colorado
$1.7M +$19.5K +33 +1%
AC
2025
AWM Capital
Arizona
$1.7M -$11.2K -19 -0.7%
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