We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gotham Asset Management
New York
$196M +$6.18M +9,277 +3%
WFAG
227
Wescott Financial Advisory Group
Pennsylvania
$196M +$3.19M +4,786 +2%
CPIG
228
Chicago Partners Investment Group
Illinois
$195M +$5.38M +8,077 +3%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$195M -$3.8M -5,698 -2%
AT
230
American Trust
Kentucky
$195M -$4.64M -6,959 -2%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$192M +$41.7M +62,497 +29%
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$191M
CWM
233
Circle Wealth Management
New Jersey
$191M +$901K +1,351 +0.5%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$190M +$857K +1,285 +0.5%
HR
235
Hardy Reed
Mississippi
$189M -$1.69M -2,533 -0.9%
BW
236
BIP Wealth
Georgia
$188M +$109M +163,370 +149%
MFG
237
Merit Financial Group
Georgia
$187M -$1.67M -2,509 -0.9%
FU
238
Fairfield University
Connecticut
$187M +$518K +777 +0.3%
HSBC Holdings
239
HSBC Holdings
United Kingdom
$183M +$49.5M +74,264 +39%
FEG
240
Fund Evaluation Group
Ohio
$182M +$36.5M +54,801 +26%
CCA
241
Catalyst Capital Advisors
New York
$180M +$4.13M +6,199 +2%
MRC
242
Millburn Ridgefield Corp
New York
$180M +$4.13M +6,199 +2%
AIM
243
Allen Investment Management
New York
$178M +$1.34M +2,006 +0.8%
LFS
244
Lutz Financial Services
Nebraska
$176M +$2.84M +4,262 +2%
OCG
245
Opus Capital Group
Ohio
$176M -$735K -1,102 -0.4%
DADC
246
D.A. Davidson & Co
Montana
$176M -$6.39M -9,580 -4%
TLIC
247
Taiyo Life Insurance Company
Japan
$175M
BFG
248
Bouchey Financial Group
New York
$174M +$5.7M +8,551 +3%
PCM
249
Permanent Capital Management
Illinois
$174M +$4.41M +6,611 +3%
KHLMVGHM
250
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$168M +$163M +244,172 New