We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2876
Mowery & Schoenfeld Wealth Management
Illinois
$34.8K -$123K -242 -79%
MPCG
2877
Matrix Private Capital Group
New York
$32.3K – – –
AP
2878
Atwood & Palmer
Missouri
$32.1K – – –
MSFP
2879
Mark Sheptoff Financial Planning
Connecticut
$30.1K – – –
SWP
2880
SIMA Wealth Partners
Virginia
$29.1K +$508 +1 +2%
EWA
2881
Elevate Wealth Advisory
Georgia
$26.2K – – –
MIM
2882
Macroview Investment Management
Maryland
$26K +$5.59K +11 +29%
AP
2883
Aspect Partners
Virginia
$25.3K – – –
BOC
2884
Bull Oak Capital
California
$22.4K -$5.08K -10 -19%
CWM
2885
Compass Wealth Management
Connecticut
$21.1K -$29.5K -58 -59%
SC
2886
SouthState Corp
Florida
$20.1K – – –
TIM
2887
Thompson Investment Management
Wisconsin
$20.1K – – –
HCM
2888
Horrell Capital Management
Arkansas
$20K – – –
MIA
2889
Milestone Investment Advisors
Wisconsin
$19.5K – – –
RCM
2890
Raleigh Capital Management
North Carolina
$18.9K – – –
KC
2891
Knuff & Co
California
$17.9K +$17.3K +34 New
1IA
2892
1620 Investment Advisors
Massachusetts
$16.4K +$15.8K +31 New
ACM
2893
Accent Capital Management
Ohio
$15.9K – – –
DWA
2894
Delos Wealth Advisors
Texas
$15.8K – – –
BFS
2895
Bare Financial Services
Pennsylvania
$14.8K – – –
CA
2896
Centerpoint Advisors
Massachusetts
$14K +$4.07K +8 +44%
CIM
2897
Contravisory Investment Management
Massachusetts
$13.7K +$9.15K +18 +225%
MCA
2898
Maryland Capital Advisors
Maryland
$13.2K +$7.12K +14 +127%
FMTCOCP
2899
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$12.7K +25 New
KA
2900
Kozak & Associates
Colorado
$12.5K – – –
114 115
116
117 118