VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
926
Ascent Group
Virginia
$16.2M +$675K +1,086 +4%
CC
927
Climber Capital
Switzerland
$16.2M +$16.4M +26,336 New
WIA
928
Wetzel Investment Advisors
Indiana
$16.1M +$359K +577 +2%
WCFA
929
Walkner Condon Financial Advisors
Wisconsin
$16M -$410K -659 -3%
SCA
930
Snowden Capital Advisors
New York
$16M +$923K +1,486 +6%
WF
931
WoodTrust Financial
Wisconsin
$16M +$3.77M +6,070 +31%
IWP
932
Invenio Wealth Partners
Florida
$15.9M -$1.13M -1,818 -7%
OFP
933
OFC Financial Planning
New Jersey
$15.9M +$472K +760 +3%
DWS
934
Discipline Wealth Solutions
South Carolina
$15.9M +$3.28M +5,272 +26%
SFS
935
Security Financial Services
Indiana
$15.9M -$1.71M -2,747 -10%
WMWM
936
Whitaker-Myers Wealth Managers
Ohio
$15.8M +$2.37M +3,821 +18%
FF
937
Formulate Financial
Florida
$15.7M +$309K +498 +2%
AGP
938
Aspire Growth Partners
Florida
$15.7M +$380K +611 +3%
FFWM
939
Future Financial Wealth Management
Ohio
$15.6M +$3.04M +4,885 +24%
FAB
940
First American Bank
Illinois
$15.6M +$374K +602 +2%
AIM
941
Avity Investment Management
Connecticut
$15.6M -$255K -410 -2%
LIA
942
LBMC Investment Advisors
Tennessee
$15.6M -$556K -894 -3%
NA
943
Nottingham Advisors
New York
$15.6M +$621 +1 +0%
OFS
944
OneAscent Financial Services
Alabama
$15.6M -$82.6M -132,847 -84%
LWP
945
Laurel Wealth Planning
Minnesota
$15.5M +$892K +1,436 +6%
UCM
946
Up Capital Management
California
$15.4M +$15.3M +24,622 New
HP
947
Holistic Planning
Texas
$15.4M +$1.98M +3,178 +15%
BEI
948
Benjamin Edwards Inc
Missouri
$15.4M +$753K +1,211 +5%
GEM
949
Global Endowment Management
North Carolina
$15.3M -$137K -221 -0.9%
HH
950
Hilltop Holdings
Texas
$15.3M +$8.13M +13,086 +115%
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