We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$720K +$141K +766 +25%
AWS
227
Aris Wealth Services
Pennsylvania
$710K
ICAS
228
Investors Capital Advisory Services
Massachusetts
$670K +$23.6K +128 +4%
AUB
229
Atlantic Union Bankshares
Virginia
$666K -$76.5K -415 -11%
ICOA
230
Investment Centers of America
North Dakota
$660K +$2.58K +14 +0.4%
SC
231
Scotia Capital
Ontario, Canada
$653K -$205K -1,110 -24%
AC
232
Alexandria Capital
Virginia
$639K +$408K +2,214 +188%
BHTS
233
Bar Harbor Trust Services
Maine
$637K +$1.11K +6 +0.2%
NIM
234
Northeast Investment Management
Massachusetts
$637K +$122K +660 +24%
AFG
235
American Financial Group
Ohio
$636K +$109K +590 +21%
TAM
236
Tocqueville Asset Management
New York
$626K +$613K +3,325 New
RGI
237
River Global Investors
United Kingdom
$619K +$606K +3,289 New
AF
238
Affiance Financial
Minnesota
$611K +$598K +3,242 New
SFPM
239
Sensible Financial Planning & Management
Massachusetts
$594K +$581K +3,151 New
MHS
240
M Holdings Securities
Oregon
$571K +$69.7K +378 +14%
CG
241
Colony Group
Massachusetts
$570K +$1.29K +7 +0.2%
LIA
242
LBMC Investment Advisors
Tennessee
$567K
CG
243
Caprock Group
Idaho
$565K +$553K +3,000 New
CIC
244
Carnegie Investment Counsel
Ohio
$555K +$335K +1,815 +161%
WA
245
Wealth Architects
California
$546K +$535K +2,900 New
1GA
246
1st Global Advisors
Texas
$527K +$516K +2,797 New
GXMC
247
Global X Management Company
New York
$510K +$498K +2,704 New
LNWWM
248
Laird Norton Wetherby Wealth Management
California
$509K +$147K +800 +42%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$504K +$448K +2,433 +997%
US Bancorp
250
US Bancorp
Minnesota
$474K +$59.7K +324 +15%