We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Modera Wealth Management
New Jersey
$458K -$28.7K -151 -6%
PMG
402
ProVise Management Group
Florida
$457K +$571 +3 +0.1%
SBSB
403
Sullivan, Bruyette, Speros & Blaney
Virginia
$445K +$440K +2,313 New
AW
404
ACG Wealth
Georgia
$444K -$11.2K -59 -2%
RWA
405
Ropes Wealth Advisors
Massachusetts
$444K
RIG
406
Roosevelt Investment Group
New York
$442K +$438K +2,302 New
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$439K +$38.5K +202 +10%
AFG
408
Albion Financial Group
Utah
$439K +$92.1K +484 +27%
SWPG
409
Strategic Wealth Partners Group
Illinois
$433K +$429K +2,256 New
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$429K +$425K +2,234 New
GIA
411
Guyasuta Investment Advisors
Pennsylvania
$422K
FAB
412
First American Bank
Illinois
$420K
GWM
413
Geneos Wealth Management
Colorado
$416K -$181K -950 -31%
EAM
414
Evanson Asset Management
California
$414K
MMPW
415
Mitchell McLeod Pugh & Williams
Alabama
$408K
GL
416
Globe Life
Texas
$396K
Fisher Asset Management
417
Fisher Asset Management
Washington
$396K +$120K +629 +45%
VWM
418
Venturi Wealth Management
Texas
$390K
OIA
419
Optimum Investment Advisors
Illinois
$389K -$31.4K -165 -8%
CIA
420
Covington Investment Advisors
Pennsylvania
$387K
BIG
421
Bellwether Investment Group
Tennessee
$387K +$383K +2,012 New
CCM
422
Catawba Capital Management
Virginia
$384K +$28.2K +148 +8%
NEPPG
423
New England Professional Planning Group
Rhode Island
$383K
BBPWM
424
Blue Bell Private Wealth Management
Pennsylvania
$382K
SVCP
425
Silicon Valley Capital Partners
California
$378K +$1.9K +10 +0.5%