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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2001
Strategies Wealth Advisors
Michigan
$2.36M -$178K -286 -7%
OFS
2002
Orrstown Financial Services
Pennsylvania
$2.36M -$267K -430 -10%
PWG
2003
Private Wealth Group
Florida
$2.36M – – –
TS
2004
Tamar Securities
California
$2.35M +$164K +264 +8%
TAFW
2005
Tred Avon Family Wealth
Maryland
$2.35M -$473K -761 -17%
MKW
2006
Mullaney, Keating & Wright
Connecticut
$2.35M +$124K +199 +6%
PBK
2007
Peoples Bank (Kansas)
Kansas
$2.34M -$65.3K -105 -3%
ACA
2008
Alpha Capital Advisors
Maine
$2.34M +$2.28M +3,671 New
BEW
2009
Burton Enright Welch
California
$2.34M +$305K +490 +15%
HCM
2010
Hengehold Capital Management
Ohio
$2.34M +$20.5K +33 +0.9%
WMG
2011
WESCAP Management Group
California
$2.33M +$267K +430 +13%
SWA
2012
Strategic Wealth Advisors
Arizona
$2.33M +$2.31M +3,714 New
TAM
2013
Tocqueville Asset Management
New York
$2.33M -$109K -176 -5%
AWM
2014
Aries Wealth Management
Maine
$2.32M -$62.1K -100 -3%
CPA
2015
Capital Performance Advisors
California
$2.32M +$1.78M +2,858 +338%
EWA
2016
Exit Wealth Advisors
Georgia
$2.32M +$334K +537 +17%
KWM
2017
KMT Wealth Management
California
$2.32M +$69K +111 +3%
VBFP
2018
Valtinson Bruner Financial Planning
Minnesota
$2.31M +$4.97K +8 +0.2%
CBA
2019
Coastal Bridge Advisors
Connecticut
$2.31M +$717K +1,154 +46%
BBNB
2020
Baker Boyer National Bank
Washington
$2.3M +$1.24K +2 +0.1%
HA
2021
Harfst & Associates
Wyoming
$2.3M -$263K -423 -10%
EWP
2022
Equity Wealth Partners
Missouri
$2.3M +$85.1K +137 +4%
GEA
2023
Glen Eagle Advisors
New Jersey
$2.3M +$669K +1,076 +42%
SIP
2024
Snowwater Investment Partners
Connecticut
$2.3M +$2.28M +3,661 New
BI
2025
Berkeley Inc
Idaho
$2.28M -$88.9K -143 -4%
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