We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
751
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.01M +$309K +756 +6%
RWM
752
Rockwood Wealth Management
Pennsylvania
$6M +$3.36M +8,208 +132%
SWM
753
Soundmark Wealth Management
Washington
$5.99M +$320K +781 +6%
BBNA
754
Bremer Bank National Association
Minnesota
$5.96M +$5.88M +14,365 New
CB
755
Cadence Bank
Mississippi
$5.96M +$611K +1,493 +12%
GFPC
756
Global Financial Private Client
Florida
$5.91M -$154K -376 -3%
IWM
757
IHT Wealth Management
Illinois
$5.91M -$359K -877 -6%
NP
758
NorthRock Partners
Minnesota
$5.89M +$198K +483 +4%
PCA
759
Personal Capital Advisors
California
$5.87M -$1.34M -3,279 -19%
DDC
760
DF Dent & Co
Maryland
$5.86M – – –
B
761
Bailard
California
$5.84M +$370K +904 +7%
FAT
762
First American Trust
California
$5.84M +$5.13M +12,528 +809%
MA
763
Montag & Associates
Georgia
$5.83M +$854K +2,086 +17%
CDH
764
Charles D. Hyman
$5.77M – – –
GA
765
GoalVest Advisory
New York
$5.75M +$5.67M +13,858 New
PIP
766
Peachtree Investment Partners
Florida
$5.73M +$4.77M +11,650 +542%
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$5.72M +$248K +607 +5%
LWM
768
Laidlaw Wealth Management
New York
$5.72M -$183K -448 -3%
CCM
769
Coerente Capital Management
Ontario, Canada
$5.69M +$2.46K +6 +0%
MHIC
770
Marble Harbor Investment Counsel
Massachusetts
$5.68M +$328K +800 +6%
FPAS
771
Focus Partners Advisor Solutions
Missouri
$5.66M +$5.57M +13,597 New
EWM
772
Endurance Wealth Management
Rhode Island
$5.66M -$2M -4,881 -26%
APF
773
Alaska Permanent Fund
Alaska
$5.65M -$323M -789,492 -98%
ACI
774
Alpha Cubed Investments
California
$5.64M -$21.7K -53 -0.4%
BBHC
775
Brown Brothers Harriman & Co
New York
$5.52M +$354K +865 +7%
29 30
31
32 33