VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
3551
Bull Oak Capital
California
$255K – – –
KCIC
3552
Kuhn & Co Investment Counsel
Illinois
$255K +$1.25K +2 +0.5%
FWA
3553
FORM Wealth Advisors
Wisconsin
$255K – – –
NWA
3554
New World Advisors
Massachusetts
$255K – – –
PRAG
3555
Portfolio Resources Advisor Group
Florida
$254K – – –
RTL
3556
Red Tortoise LLC
Georgia
$253K +$625 +1 +0.2%
TCM
3557
Traub Capital Management
Massachusetts
$253K +$625 +1 +0.2%
BWM
3558
Bernicke Wealth Management
Wisconsin
$252K +$10.6K +17 +4%
WPA
3559
Wealth Preservation Advisors
Tennessee
$252K -$3.75K -6 -1%
LI
3560
LVZ Inc
Michigan
$252K +$3.13K +5 +1%
SCI
3561
S&CO Inc
Massachusetts
$252K – – –
RAM
3562
Riggs Asset Management
Pennsylvania
$250K +$625 +1 +0.2%
GWA
3563
Gratus Wealth Advisors
Virginia
$250K – – –
IW
3564
Imprint Wealth
South Carolina
$250K -$998K -1,596 -79%
CMP
3565
Christine Messmer PC
Pennsylvania
$249K +$1.25K +2 +0.5%
SC
3566
Stephenson & Company
California
$249K -$5.63K -9 -2%
SA
3567
Sicart Associates
New York
$249K – – –
MS
3568
Monetary Solutions
Ohio
$249K +$31.3K +50 +14%
WFG
3569
Wills Financial Group
Virginia
$248K +$228K +364 New
VPW
3570
Variant Private Wealth
Virginia
$248K +$260K +416 New
KSB
3571
Kennebec Savings Bank
Maine
$248K -$562K -899 -68%
KC
3572
Karras Company
Utah
$248K +$55.7K +89 +27%
WIM
3573
Westside Investment Management
California
$247K -$46.9K -75 -15%
PWM
3574
Paulson Wealth Management
Illinois
$247K +$625 +1 +0.2%
WP
3575
WealthPLAN Partners
Nebraska
$247K -$306K -489 -54%
141 142
143
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