We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3501
Tenret Company
Florida
$268K – – –
EPIMS
3502
Evelyn Partners Investment Management Services
$268K – – –
RAM
3503
Ramirez Asset Management
New York
$268K – – –
JLBC
3504
J.L. Bainbridge & Co
Florida
$268K -$36.3K -58 -11%
RIA
3505
Retirement Investment Advisors
Oklahoma
$266K +$271K +434 New
TWP
3506
Tempus Wealth Planning
California
$266K +$18.1K +29 +7%
OWA
3507
Outlook Wealth Advisors
Texas
$265K – – –
AA
3508
Aire Advisors
California
$265K +$19.4K +31 +8%
AWM
3509
Affinity Wealth Management
Delaware
$265K – – –
CWAI
3510
Core Wealth Advisors (Indiana)
Indiana
$265K +$625 +1 +0.2%
SFG
3511
SevenBridge Financial Group
Pennsylvania
$264K – – –
NWAG
3512
Net Worth Advisory Group
Utah
$264K +$2.5K +4 +0.9%
BWM
3513
Birchcreek Wealth Management
Ohio
$263K – – –
SMWM
3514
Silvia McColl Wealth Management
California
$263K +$275K +440 New
FPW
3515
Flagship Private Wealth
Massachusetts
$263K +$14.4K +23 +6%
GMFG
3516
Greater Midwest Financial Group
Minnesota
$262K -$31.9K -51 -10%
PCI
3517
Planning Center Inc
Illinois
$262K – – –
ETS
3518
ESL Trust Services
New York
$262K – – –
SFS
3519
Sunrise Financial Services
Washington
$262K -$106K -169 -28%
DWM
3520
Dopkins Wealth Management
New York
$262K +$275K +439 New
MWM
3521
Maltin Wealth Management
New Jersey
$262K -$46.9K -75 -15%
BCA
3522
Bernzott Capital Advisors
California
$262K – – –
MWM
3523
Meritas Wealth Management
California
$261K -$19.4K -31 -7%
PIA
3524
Powell Investment Advisors
Florida
$261K +$11.9K +19 +5%
SAM
3525
Sawgrass Asset Management
Florida
$261K – – –
139 140
141
142 143