We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3551
Clarendon Private
Massachusetts
$339K +$667 +1 +0.2%
LWMT
3552
Legacy Wealth Management (Tennessee)
Tennessee
$339K – – –
TW
3553
Towerpoint Wealth
California
$339K +$329K +493 New
RMCM
3554
Reynders McVeigh Capital Management
Massachusetts
$338K -$125K -187 -28%
PS
3555
Portfolio Strategies
New York
$337K +$4.67K +7 +1%
KF
3556
KKM Financial
Illinois
$337K -$131K -197 -29%
IWA
3557
Independent Wealth Advisors
North Carolina
$336K -$16K -24 -5%
IIM
3558
IFC & Insurance Marketing
California
$336K +$326K +489 New
LAS
3559
LWM Advisory Services
Florida
$336K – – –
WBC
3560
West Branch Capital
Massachusetts
$335K +$173K +259 +113%
TAWM
3561
Three Arch Wealth Management
California
$335K +$19.3K +29 +6%
PRTG
3562
Post Resch Tallon Group
New York
$334K +$324K +486 New
MGW
3563
MB Generational Wealth
Washington
$334K – – –
OWA
3564
Octavia Wealth Advisors
Ohio
$331K -$152K -228 -32%
NPA
3565
Nichols & Pratt Advisers
Massachusetts
$331K +$321K +482 New
HWM
3566
Horizon Wealth Management
Illinois
$330K +$667 +1 +0.2%
CW
3567
Curio Wealth
Maryland
$330K – – –
PWM
3568
Pacific Wealth Management
California
$328K -$6K -9 -2%
SMCM
3569
Sky-Mountain Capital Management
Idaho
$328K +$83.3K +125 +35%
MFS
3570
McNamara Financial Services
Massachusetts
$328K +$4.67K +7 +1%
WIM
3571
Waycross Investment Management
Washington
$327K – – –
RFN
3572
RDA Financial Network
Iowa
$325K -$18K -27 -5%
SEM
3573
Strategic Equity Management
Arizona
$325K – – –
CA
3574
Centerpoint Advisors
Massachusetts
$325K – – –
ORC
3575
O'Rourke & Company
Massachusetts
$324K +$2.67K +4 +0.9%
141 142
143
144 145