VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
901
Cadia Private Client
New Jersey
$17M +$16.8M +27,054 New
AF
902
Advisornet Financial
Minnesota
$16.9M +$336K +541 +2%
PR
903
Payden & Rygel
California
$16.9M -$525K -845 -3%
CIM
904
Corda Investment Management
Texas
$16.9M +$9.32K +15 +0.1%
PFM
905
Peak Financial Management
Massachusetts
$16.9M -$993K -1,598 -6%
GT
906
Glenview Trust
Kentucky
$16.8M +$83.9K +135 +0.5%
RPCA
907
Running Point Capital Advisors
California
$16.8M -$2.4M -3,860 -13%
CB
908
Community Bank
New York
$16.8M -$12.4K -20 -0.1%
SC
909
Sapient Capital
Indiana
$16.8M +$1.61M +2,589 +11%
SLI
910
Sumitomo Life Insurance
Japan
$16.7M -$15.7M -25,200 -49%
GAG
911
GM Advisory Group
New York
$16.6M +$5.93M +9,541 +56%
WTA
912
Washington Trust Advisors
Massachusetts
$16.6M +$1.18M +1,902 +8%
CFMC
913
Curbstone Financial Management Corp
New Hampshire
$16.6M -$1.19M -1,918 -7%
FFA
914
Florida Financial Advisors
Florida
$16.6M +$837K +1,347 +5%
RPC
915
Rossmore Private Capital
Connecticut
$16.6M +$684K +1,100 +4%
EWM
916
Empirical Wealth Management
Washington
$16.6M +$387K +622 +2%
BW
917
Balance Wealth
Ohio
$16.5M -$2.03M -3,265 -11%
FPWM
918
FSB Premier Wealth Management
Iowa
$16.5M -$71.5K -115 -0.4%
BFG
919
Berger Financial Group
Minnesota
$16.4M -$285K -458 -2%
FHC
920
First Horizon Corporation
Tennessee
$16.3M +$13M +20,994 +414%
VFP
921
Vested Financial Planning
California
$16.3M +$881K +1,417 +6%
EHC
922
Everett Harris & Co
California
$16.3M +$376K +605 +2%
LPAM
923
Lodestar Private Asset Management
California
$16.3M -$176K -283 -1%
TW
924
TritonPoint Wealth
Maryland
$16.3M -$9.12M -14,678 -36%
IA
925
Intellus Advisors
Florida
$16.2M +$124K +200 +0.8%
35 36
37
38 39