We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UFAC
2751
Urban Financial Advisory Corp
Illinois
$398K +$367K +678 +699%
DA
2752
Drake & Associates
Wisconsin
$398K +$158K +292 +60%
CFP
2753
Cypress Financial Planning
New Jersey
$398K -$50.8K -94 -11%
CHAM
2754
Clear Harbor Asset Management
Connecticut
$397K +$88.7K +164 +27%
MSR
2755
Main Street Research
Connecticut
$397K -$378K -700 -48%
SWM
2756
SpringVest Wealth Management
Texas
$397K +$4.87K +9 +1%
PJWM
2757
Philip James Wealth Mangement
Georgia
$396K – – –
SLWA
2758
San Luis Wealth Advisors
California
$396K +$32.4K +60 +8%
ACG
2759
Allen Capital Group
Nebraska
$396K -$280K -518 -40%
JA
2760
JVL Associates
Michigan
$395K +$416K +769 New
PPWM
2761
PFG Private Wealth Management
Florida
$395K +$415K +767 +76,700%
ACM
2762
Avalon Capital Management
California
$394K -$10.3K -19 -2%
LFA
2763
Legacy Financial Advisors
Kentucky
$394K -$7.57K -14 -2%
GCWM
2764
Graham Capital Wealth Management
District of Columbia
$393K -$40.5K -75 -9%
NSG
2765
Nalls Sherbakoff Group
Tennessee
$392K +$412K +762 New
KA
2766
Kure Advisory
Minnesota
$391K +$411K +761 New
HWMG
2767
Hurlow Wealth Management Group
Indiana
$390K -$221K -409 -35%
GHAM
2768
Gilman Hill Asset Management
Connecticut
$390K – – –
PP
2769
Patron Partners
Texas
$389K – – –
VC
2770
Veracity Capital
Georgia
$387K +$407K +753 New
TA
2771
TrueWealth Advisors
Alabama
$387K +$541 +1 +0.1%
PG
2772
Patten Group
Tennessee
$386K -$57.8K -107 -12%
LA
2773
Lakeside Advisors
Washington
$385K – – –
CF
2774
Cyr Financial
Illinois
$385K +$88.7K +164 +28%
ACP
2775
Aveo Capital Partners
Colorado
$385K -$10.4M -19,216 -96%
109 110
111
112 113