We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3101
Straight Path Wealth Management
Michigan
$628K +$62K +93 +11%
E
3102
Evansbrook
Illinois
$627K +$38.7K +58 +7%
PLFS
3103
Provident Living Financial Services
Utah
$627K +$84.7K +127 +16%
AMG
3104
Advisors Management Group
Wisconsin
$627K -$667 -1 -0.1%
AFG
3105
Allegheny Financial Group
Pennsylvania
$626K +$51.3K +77 +9%
GCWM
3106
Graham Capital Wealth Management
District of Columbia
$625K +$82K +123 +16%
SFP
3107
Shepherd Financial Partners
Massachusetts
$622K +$132K +198 +28%
CRFG
3108
Columbia River Financial Group
Washington
$621K – – –
LDB
3109
Lee, Danner & Bass
Tennessee
$620K +$27.3K +41 +5%
WHCFA
3110
William Howard & Co Financial Advisors
Tennessee
$620K -$14.7K -22 -2%
PF
3111
PlanVest Financial
Maryland
$619K +$215K +322 +56%
KL
3112
KWMG LLC
Kansas
$618K +$12.7K +19 +2%
BAM
3113
Bellevue Asset Management
Washington
$617K – – –
DIA
3114
Davidson Investment Advisors
Montana
$617K – – –
PWA
3115
Perspective Wealth Advisors
Colorado
$617K +$599K +898 New
EP
3116
Essential Planning
New Hampshire
$617K -$16.7K -25 -3%
LJAC
3117
L.J. Altfest & Co
New York
$617K -$15.3K -23 -2%
HFBOT
3118
Home Federal Bank of Tennessee
Tennessee
$615K – – –
OWA
3119
Opal Wealth Advisors
New York
$613K +$46.7K +70 +9%
OL
3120
one8zero8 LLC
North Carolina
$611K +$56.7K +85 +11%
PB
3121
Prosperity Bancshares
Texas
$611K +$20.7K +31 +4%
SSWM
3122
Strait & Sound Wealth Management
California
$609K -$13.3K -20 -2%
TI
3123
tru Independence
Oregon
$608K +$4.67K +7 +0.8%
PWMG
3124
Prestige Wealth Management Group
New Jersey
$607K +$78.7K +118 +15%
DWM
3125
DKM Wealth Management
California
$605K – – –
123 124
125
126 127