We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
651
Beck Mack & Oliver
New York
$915K – – –
BI
652
Bredin Investment
Delaware
$912K – – –
HPC
653
Hobart Private Capital
North Carolina
$907K +$345K +1,391 +54%
FHC
654
First Heartland Consultants
Missouri
$899K +$79K +319 +9%
OWP
655
Obermeyer Wealth Partners
Colorado
$896K +$966K +3,900 New
VDI
656
Vaughan David Investments
Illinois
$889K +$198K +800 +26%
ACI
657
Alpha Cubed Investments
California
$878K +$482K +1,947 +104%
CIA
658
Choate Investment Advisors
Massachusetts
$860K -$5.41M -21,837 -85%
NB
659
Nicolet Bankshares
Wisconsin
$849K – – –
FI
660
FormulaFolio Investments
Michigan
$836K – – –
IGGA
661
Iron Gate Global Advisors
Utah
$831K -$2.97K -12 -0.3%
IWM
662
IHT Wealth Management
Illinois
$830K +$136K +550 +18%
RMAM
663
Raab & Moskowitz Asset Management
New Jersey
$829K +$198K +801 +29%
IIC
664
Integrated Investment Consultants
Michigan
$824K -$471K -1,900 -35%
RWP
665
RWA Wealth Partners
Massachusetts
$813K +$269K +1,087 +44%
IC
666
Inverness Counsel
New York
$807K – – –
PPSG
667
Princeton Portfolio Strategies Group
New Jersey
$805K +$537K +2,166 +162%
FMBTD
668
First Midwest Bank Trust Division
Illinois
$801K +$409K +1,653 +90%
W
669
WealthOne
New York
$801K +$863K +3,485 New
CHA
670
Cooper/Haims Advisors
New York
$799K +$616K +2,486 +251%
BEC
671
Blue Edge Capital
Virginia
$797K +$79.5K +321 +10%
VFA
672
Valeo Financial Advisors
Indiana
$795K +$327K +1,321 +62%
MIG
673
McGuire Investment Group
Rhode Island
$790K – – –
CB
674
Commerce Bank
Missouri
$787K +$43.4K +175 +5%
BSW
675
Buckingham Strategic Wealth
Missouri
$781K +$609K +2,460 +262%
25 26
27
28 29