We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3251
TrueWealth Advisors
Alabama
$512K – – –
MFG
3252
Mustico Financial Group
New York
$511K +$6.67K +10 +1%
BWG
3253
Balanced Wealth Group
Ohio
$511K -$39.3K -59 -7%
CAM
3254
Carret Asset Management
New York
$510K -$25.3K -38 -5%
ACM
3255
Avalon Capital Management
California
$509K +$667 +1 +0.1%
REMPR
3256
Roof Eidam Maycock Peralta (REMP)
California
$509K – – –
MWA
3257
Madson Wealth Advisors
California
$509K -$223K -334 -31%
EW
3258
Element Wealth
Mississippi
$508K +$7.33K +11 +2%
GCM
3259
Gables Capital Management
Florida
$508K – – –
UFA
3260
Uptown Financial Advisors
Texas
$504K – – –
CPBTD
3261
Central Pacific Bank - Trust Division
Hawaii
$504K +$478K +717 +4,218%
EIP
3262
Essential Investment Partners
Colorado
$503K – – –
BI
3263
Ballast Inc
Kentucky
$503K +$19.3K +29 +4%
MWS
3264
MFA Wealth Services
California
$502K +$1.33K +2 +0.3%
SM
3265
Sweeney & Michel
California
$502K +$122K +183 +35%
VAMG
3266
Voisard Asset Management Group
Michigan
$501K -$22K -33 -4%
PMG
3267
ProVise Management Group
Florida
$501K +$18K +27 +4%
WAOI
3268
Wealth Advisors of Iowa
Iowa
$500K – – –
NA
3269
Novus Advisors
South Carolina
$499K -$3.33K -5 -0.7%
BT
3270
Banque Transatlantique
France
$498K +$240K +360 +99%
HHCP
3271
Hilton Head Capital Partners
South Carolina
$495K -$20K -30 -4%
PWM
3272
Parkshore Wealth Management
California
$494K +$4.67K +7 +1%
CWA
3273
Cornerstone Wealth Advisors
Minnesota
$494K – – –
WFA
3274
Woodward Financial Advisors
North Carolina
$494K +$148K +222 +45%
DA
3275
Drake & Associates
Wisconsin
$494K -$136K -204 -22%
129 130
131
132 133