VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
976
Insigneo Advisory Services
Florida
$14.4M -$1.06M -1,700 -7%
AI
977
ArchPoint Investors
Florida
$14.4M – – –
ES
978
Eagle Strategies
New York
$14.4M +$849K +1,366 +6%
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$14.4M +$9.82M +15,807 +222%
XFP
980
Xena Financial Planning
Oregon
$14.3M +$14.2M +22,843 New
SDWMA
981
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.2M +$1.21M +1,941 +9%
CA
982
Clune & Associates
Illinois
$14.2M +$2.95M +4,739 +26%
SC
983
Soundwatch Capital
Connecticut
$14.2M +$442K +711 +3%
SC
984
Schoolcraft Capital
Colorado
$14.2M -$293K -472 -2%
GCM
985
Gambit Capital Management
Tennessee
$14.2M +$14M +22,583 New
YP
986
YANKCOM Partnership
South Dakota
$14.2M +$681K +1,096 +5%
LWM
987
Luminvest Wealth Management
Arizona
$14.1M +$4.14M +6,663 +42%
PFGIA
988
Patriot Financial Group Insurance Agency
Massachusetts
$14M +$721K +1,160 +5%
SAS
989
Stelac Advisory Services
New York
$14M -$2.68M -4,315 -16%
GH
990
GAM Holding
Switzerland
$14M – – –
PCMM
991
Piedmont Capital Management (Montana)
Montana
$13.9M +$62.1K +100 +0.5%
RCA
992
Resonant Capital Advisors
Wisconsin
$13.9M -$179K -288 -1%
DCM
993
Disciplina Capital Management
Tennessee
$13.8M – – –
CIA
994
Covington Investment Advisors
Pennsylvania
$13.8M +$12.8M +20,583 +1,410%
MFT
995
Moisand Fitzgerald Tamayo
Florida
$13.8M -$903K -1,453 -6%
PS
996
Principal Securities
Iowa
$13.8M +$323K +520 +2%
LWPC
997
Legacy Wealth Partners (Colorado)
Colorado
$13.7M +$13.6M +21,896 New
WSFS
998
Wilmington Savings Fund Society
Delaware
$13.7M +$11.8K +19 +0.1%
PSCM
999
Per Stirling Capital Management
Texas
$13.7M +$910K +1,464 +7%
AFP
1000
Ausdal Financial Partners
Iowa
$13.6M -$2.77M -4,457 -17%
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