We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Aries Wealth Management
Maine
$693K – – –
AW
777
ACG Wealth
Georgia
$692K -$228K -841 -25%
RIA
778
Realta Investment Advisors
Delaware
$690K -$11.1K -41 -2%
SFSIG
779
San Francisco Sentry Investment Group
California
$688K +$89.8K +331 +15%
PWLP
780
Prio Wealth Limited Partnership
Massachusetts
$685K -$3.8K -14 -0.6%
VSWA
781
Vontobel Swiss Wealth Advisors
Switzerland
$682K – – –
GSIS
782
Global Strategic Investment Solutions
Arizona
$681K -$340K -1,251 -33%
AIM
783
Allen Investment Management
New York
$680K – – –
MM
784
Meridian Management
Arkansas
$680K – – –
MWM
785
Modera Wealth Management
New Jersey
$679K -$543 -2 -0.1%
MCM
786
McRae Capital Management
New Jersey
$675K – – –
VCM
787
Violich Capital Management
California
$673K +$31.2K +115 +5%
RMDI
788
R.M. Davis Inc
Maine
$666K – – –
PMG
789
ProVise Management Group
Florida
$665K -$97.7K -360 -13%
PD
790
Planning Directions
Pennsylvania
$664K -$22.3K -82 -3%
GIA
791
Guyasuta Investment Advisors
Pennsylvania
$658K – – –
PFS
792
Prospera Financial Services
Texas
$651K +$8.41K +31 +1%
IC
793
Intersect Capital
California
$643K +$641K +2,360 New
TCM
794
Telos Capital Management
California
$636K -$121K -446 -16%
OCM
795
Orser Capital Management
Texas
$635K – – –
PGAM
796
Princeton Global Asset Management
New Jersey
$626K +$140K +517 +29%
AF
797
Advisornet Financial
Minnesota
$615K -$166K -611 -21%
GHA
798
GW Henssler & Associates
Georgia
$614K +$42.9K +158 +8%
AIM
799
Axiom Investment Management
New York
$612K -$63K -232 -9%
CBFP
800
Cedar Brook Financial Partners
Ohio
$611K -$175K -645 -22%
30 31
32
33 34