We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2951
Lockerman Financial Group
California
$608K – – –
EIA
2952
Eldridge Investment Advisors
New Hampshire
$606K +$8.76K +14 +1%
LF
2953
Lighthouse Financial
Florida
$606K +$32.5K +52 +5%
DWA
2954
Delos Wealth Advisors
Texas
$606K +$634K +1,014 New
PP
2955
Pacifica Partners
Canada
$605K +$296K +474 +88%
CHAM
2956
Clear Harbor Asset Management
Connecticut
$604K +$280K +448 +80%
CA
2957
Chatterton & Associates
California
$604K +$248K +396 +69%
NL
2958
Navalign LLC
California
$603K -$7.5K -12 -1%
FWS
2959
FinDec Wealth Services
California
$602K -$42.5K -68 -6%
SAS
2960
SMI Advisory Services
Indiana
$602K -$227K -363 -27%
KWA
2961
Kellett Wealth Advisors
Ohio
$602K +$3.13K +5 +0.5%
ACM
2962
Alpha Capital Management
Texas
$601K -$66.3K -106 -10%
WIA
2963
Wealthedge Investment Advisors
New York
$601K +$69.4K +111 +12%
FGAM
2964
Financial Gravity Asset Management
Texas
$600K -$6.88K -11 -1%
LWM
2965
Lodestone Wealth Management
Washington
$599K +$1.88K +3 +0.3%
PCM
2966
Payne Capital Management
New York
$599K -$70.7K -113 -10%
AAG
2967
Asset Advisory Group
New Jersey
$598K +$5K +8 +0.8%
UAS
2968
United Asset Strategies
New York
$597K +$31.3K +50 +5%
CCC
2969
Compass Capital Corp
Massachusetts
$596K +$85.7K +137 +18%
SCM
2970
Stonehearth Capital Management
Massachusetts
$595K -$21.9K -35 -3%
SC
2971
Swan Capital
Florida
$593K +$113K +180 +22%
WF
2972
Whelan Financial
California
$592K +$15K +24 +2%
EB
2973
Exchange Bank
California
$592K – – –
SWM
2974
SpringVest Wealth Management
Texas
$591K +$32.5K +52 +6%
SDAM
2975
Shulman DeMeo Asset Management
New York
$590K +$625 +1 +0.1%
117 118
119
120 121