We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
576
Cassady Schiller Wealth Management
Ohio
$11.2M -$28.2K -77 -0.3%
CPFP
577
Clear Perspectives Financial Planning
Ohio
$11.2M +$6.32M +17,225 +138%
MW
578
Marcum Wealth
Ohio
$11.2M +$153K +417 +1%
ACA
579
Aptus Capital Advisors
Alabama
$11.1M +$8.78M +23,951 +430%
LPAM
580
Lodestar Private Asset Management
California
$11M -$124K -337 -1%
SWA
581
Stratos Wealth Advisors
Ohio
$11M +$199K +543 +2%
LIA
582
LBMC Investment Advisors
Tennessee
$11M -$2.57K -7 -0%
TWM
583
Tradition Wealth Management
Minnesota
$10.9M +$111K +302 +1%
SAG
584
SageView Advisory Group
California
$10.9M +$2.35M +6,408 +28%
PL
585
Plancorp LLC
Missouri
$10.9M +$1.47M +4,015 +16%
BWM
586
Benchmark Wealth Management
Connecticut
$10.9M +$9.22M +25,148 +721%
AC
587
Avory & Company
Florida
$10.8M – – –
EPM
588
Elm Partners Management
Pennsylvania
$10.8M -$318K -868 -3%
CFMC
589
Curbstone Financial Management Corp
New Hampshire
$10.8M – – –
TFCP
590
Twin Focus Capital Partners
Massachusetts
$10.6M -$70K -191 -0.7%
SWA
591
Sutton Wealth Advisors
Florida
$10.6M +$1.72M +4,701 +20%
CW
592
Connectus Wealth
Ohio
$10.6M +$948K +2,586 +10%
DWT
593
Dorsey & Whitney Trust
South Dakota
$10.5M -$123K -335 -1%
AAG
594
Armstrong Advisory Group
Massachusetts
$10.5M -$524K -1,428 -5%
AAMC
595
Asset Allocation & Management Company
Illinois
$10.5M – – –
MLIC
596
Mandatum Life Insurance Company
Finland
$10.4M +$40.7K +111 +0.4%
BEAM
597
Baker Ellis Asset Management
Washington
$10.3M -$446K -1,217 -4%
WA
598
Waverly Advisors
Alabama
$10.3M -$10.3K -28 -0.1%
MA
599
Montag & Associates
Georgia
$10.3M +$1M +2,740 +11%
CBB
600
Citizens Business Bank
California
$10.2M -$225K -614 -2%
22 23
24
25 26