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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Strathmore Capital Advisors
North Carolina
$2.32M +$236K +377 +12%
MFC
2002
Morris Financial Concepts
South Carolina
$2.31M +$166K +266 +7%
SFP
2003
Sandbox Financial Partners
Maryland
$2.31M +$3.13K +5 +0.1%
HIA
2004
HTG Investment Advisors
Connecticut
$2.31M – – –
DCA
2005
DB&C Advisors
Michigan
$2.31M +$242K +387 +11%
SFGP
2006
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.3M +$145K +232 +6%
ACA
2007
Alpha Capital Advisors
Maine
$2.3M +$108K +172 +5%
CIA
2008
Compass Ion Advisors
Pennsylvania
$2.29M +$144K +230 +6%
DWM
2009
Drive Wealth Management
Utah
$2.29M -$472K -755 -16%
PWG
2010
Portside Wealth Group
Utah
$2.29M +$517K +827 +28%
PGAM
2011
Princeton Global Asset Management
New Jersey
$2.28M +$168K +269 +8%
TSMHT
2012
Thurston Springer Miller Herd & Titak
Indiana
$2.28M -$704K -1,126 -23%
BBNB
2013
Baker Boyer National Bank
Washington
$2.27M +$80.1K +128 +3%
MKW
2014
Mullaney, Keating & Wright
Connecticut
$2.27M +$37.5K +60 +2%
AFP
2015
Alpha Financial Partners
Kentucky
$2.27M +$126K +202 +6%
CTA
2016
Chesley Taft & Associates
Illinois
$2.27M -$142K -227 -6%
OCA
2017
Odyssey Capital Advisors
Pennsylvania
$2.27M -$130K -208 -5%
BFA
2018
Bragg Financial Advisors
North Carolina
$2.27M +$138K +220 +6%
TFP
2019
Tilia Fiduciary Partners
North Carolina
$2.26M -$3.13K -5 -0.1%
HFS
2020
Hantz Financial Services
Michigan
$2.26M +$431K +689 +22%
PIWA
2021
Prevail Innovative Wealth Advisors
Kansas
$2.26M -$791K -1,264 -25%
SWMG
2022
Stillwater Wealth Management Group
Florida
$2.25M +$524K +838 +29%
JWM
2023
JPL Wealth Management
Colorado
$2.25M -$31.9K -51 -1%
TGAM
2024
TBH Global Asset Management
Tennessee
$2.25M +$335K +535 +17%
OFS
2025
Orrstown Financial Services
Pennsylvania
$2.25M – – –
79 80
81
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