We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
751
GW & Wade
Massachusetts
$247K +$23.1K +92 +10%
Verition Fund Management
752
Verition Fund Management
Connecticut
$247K +$256K +1,020 New
ACA
753
Ackerman Capital Advisors
Texas
$245K -$917K -3,656 -79%
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$242K – – –
THWM
755
Taylor Hoffman Wealth Management
Virginia
$242K +$150K +597 +148%
CAM
756
Covenant Asset Management
New Jersey
$237K – – –
DWM
757
Dakota Wealth Management
Florida
$237K – – –
JCM
758
Jacobi Capital Management
Pennsylvania
$233K -$7.53K -30 -3%
BCFS
759
Butensky & Cohen Financial Security
Florida
$233K +$26.6K +106 +12%
WF
760
WoodTrust Financial
Wisconsin
$230K +$239K +952 New
I
761
IberiaBank
Louisiana
$229K -$492K -1,959 -67%
PWM
762
Perigon Wealth Management
California
$224K -$42.7K -170 -15%
UBS AM
763
UBS AM
Illinois
$223K – – –
AFP
764
Ausdal Financial Partners
Iowa
$222K -$39.6K -158 -15%
FA
765
FCG Advisors
New Jersey
$221K -$38.6K -154 -14%
ACM
766
Avalon Capital Management
California
$218K – – –
BG
767
Bahl & Gaynor
Ohio
$217K +$225K +898 New
IWA
768
Intercontinental Wealth Advisors
Texas
$213K – – –
ML
769
McAdam LLC
Pennsylvania
$209K +$217K +863 New
CWM
770
Cahaba Wealth Management
Georgia
$208K +$753 +3 +0.3%
MOS
771
MGO One Seven
Ohio
$208K +$18.8K +75 +10%
BEC
772
Blue Edge Capital
Virginia
$205K +$212K +846 New
PVWM
773
Point View Wealth Management
New Jersey
$204K +$212K +844 New
BAM
774
Belpointe Asset Management
Nevada
$201K -$1.1M -4,385 -84%
CB
775
CNB Bank
Pennsylvania
$199K – – –