We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
701
Patten Group
Tennessee
$23K – – –
SSB
702
Sandy Spring Bank
Maryland
$23K – – –
HFM
703
Hartford Financial Management
Connecticut
$23K +$22.6K +100 New
HR
704
Howe & Rusling
New York
$21K +$20.4K +90 New
LYV
705
Live Your Vision
Pennsylvania
$15K – – –
RCG
706
Ruggie Capital Group
Florida
$12K – – –
WTB
707
Washington Trust Bank
Washington
$11K – – –
LNB
708
Ledyard National Bank
$11K +$11.1K +49 New
YWP
709
YorkBridge Wealth Partners
New York
$10K – – –
WAS
710
Winch Advisory Services
Wisconsin
$8K +$7.47K +33 New
PCFFS
711
Pacific Center for Financial Services
California
$7K – – –
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
ARMC
713
American Research & Management Company
Massachusetts
$5K +$226 +1 +5%
WCM
714
Wealthcare Capital Management
Virginia
$4K – – –
IWMA
715
Ironwood Wealth Management (Arizona)
Arizona
$3K +$3.17K +14 New
VFA
716
Valeo Financial Advisors
Indiana
$3K +$3.17K +14 New
CCM
717
Cribstone Capital Management
Maine
$2K – – –
SFPIA
718
Stevens First Principles Investment Advisors
California
$2K – – –
FA
719
Fortis Advisors
Pennsylvania
$1K – – –
TFA
720
Transamerica Financial Advisors
Florida
$1K – – –
MFRM
721
Milliman Financial Risk Management
Illinois
– -$1.34B -6,020,846 Closed
FWM
722
FFT Wealth Management
Pennsylvania
– -$12.3M -55,564 Closed
SAM
723
SignalPoint Asset Management
Missouri
– -$6.27M -28,243 Closed
QA
724
Quantitative Advantage
Minnesota
– -$6.18M -27,817 Closed
CS
725
Credit Suisse
Switzerland
– -$4.9M -22,067 Closed
27 28
29
30 31