We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
576
Savant Capital
Illinois
$305K +$1.1K +5 +0.4%
PPCM
577
Pillar Pacific Capital Management
California
$300K – – –
BHTS
578
Bar Harbor Trust Services
Maine
$298K -$44K -200 -13%
BAM
579
Berkshire Asset Management
Pennsylvania
$296K +$293K +1,332 New
SFSG
580
Stearns Financial Services Group
North Carolina
$295K -$56.3K -256 -16%
OWM
581
Orgel Wealth Management
Wisconsin
$292K -$191K -866 -40%
CAM
582
Cidel Asset Management
Ontario, Canada
$290K – – –
AF
583
Allworth Financial
California
$288K – – –
NGA
584
Naples Global Advisors
Florida
$286K – – –
AUB
585
Atlantic Union Bankshares
Virginia
$284K +$41.2K +187 +17%
LWA
586
Lenox Wealth Advisors
New York
$282K +$15.4K +70 +6%
EWA
587
EP Wealth Advisors
California
$282K +$280K +1,270 New
BWFA
588
Baltimore-Washington Financial Advisors
Maryland
$278K +$276K +1,254 New
TG
589
Threshold Group
Washington
$276K +$29.1K +132 +12%
LIA
590
LS Investment Advisors
Michigan
$273K +$220K +1,000 +439%
CSIC
591
Clifford Swan Investment Counsel
California
$271K +$269K +1,221 New
AP
592
Appleton Partners
Massachusetts
$269K -$120K -545 -31%
FC
593
FCA Corp
Texas
$269K -$22K -100 -8%
DMC
594
Drexel Morgan & Co
Pennsylvania
$269K – – –
SWA
595
SFMG Wealth Advisors
Texas
$267K – – –
PNAA
596
Pictet North America Advisors
Switzerland
$266K -$550K -2,500 -68%
CC
597
Capital Counsel
New York
$266K – – –
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$265K -$13.6K -62 -5%
IF
599
IRON Financial
Illinois
$262K +$260K +1,181 New
MCM
600
McRae Capital Management
New Jersey
$255K – – –
22 23
24
25 26