We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
3026
CBIZ Investment Advisory Services
Ohio
$335K -$338K -574 -51%
WCM
3027
Windsor Capital Management
Arizona
$335K +$43K +73 +15%
HGA
3028
Hobbs Group Advisors
South Carolina
$335K -$1.18K -2 -0.4%
CHAM
3029
Clear Harbor Asset Management
Connecticut
$335K +$6.48K +11 +2%
JA
3030
JVL Associates
Michigan
$334K +$1.18K +2 +0.4%
SWP
3031
Semus Wealth Partners
Florida
$334K -$44.8K -76 -12%
BWA
3032
Boulder Wealth Advisors
Colorado
$333K +$321K +544 New
CIC
3033
Cutler Investment Counsel
Oregon
$333K +$61.3K +104 +24%
WBC
3034
West Branch Capital
Massachusetts
$332K – – –
IPW
3035
Impact Partnership Wealth
Georgia
$332K +$319K +542 New
CWA
3036
Carolina Wealth Advisors
South Carolina
$331K +$16.5K +28 +5%
REMPR
3037
Roof Eidam Maycock Peralta (REMP)
California
$331K – – –
NWM
3038
Napa Wealth Management
California
$331K +$3.54K +6 +1%
ICM
3039
IMS Capital Management
Oregon
$330K – – –
MWP
3040
Moller Wealth Partners
$329K – – –
MAM
3041
Morse Asset Management
Connecticut
$329K -$589 -1 -0.2%
OWA
3042
Opal Wealth Advisors
New York
$328K +$29.5K +50 +10%
D
3043
Drystone
Virginia
$328K -$23.6K -40 -7%
PCA
3044
Private Capital Advisors
Connecticut
$328K – – –
SM
3045
Sweeney & Michel
California
$327K -$2.36K -4 -0.7%
APW
3046
Atlantic Private Wealth
North Carolina
$327K – – –
VWWMG
3047
Vermillion & White Wealth Management Group
Pennsylvania
$326K +$589 +1 +0.2%
NPFS
3048
Novak & Powell Financial Services
Florida
$326K – – –
MWM
3049
Maltin Wealth Management
New Jersey
$326K +$59.5K +101 +23%
FDW
3050
Fourth Dimension Wealth
Ohio
$325K – – –
120 121
122
123 124