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
1026
AllSquare Wealth Management
New York
$53K – – –
CWA
1027
Clarus Wealth Advisors
Arizona
$52K -$648K -2,593 -93%
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
FA
1029
Fortis Advisors
Pennsylvania
$51K – – –
AWM
1030
Aevitas Wealth Management
Massachusetts
$51K +$6.25K +25 +14%
SHJ
1031
Sharkey, Howes & Javer
Colorado
$50K – – –
FWM
1032
Focused Wealth Management
New York
$48K -$54K -216 -54%
WA
1033
WP Advisors
California
$45.4K -$4.3M -17,223 -99%
BWM
1034
Baystate Wealth Management
Massachusetts
$45K -$15.7K -63 -27%
AF
1035
Arrow Financial
New York
$45K – – –
NC
1036
NewSquare Capital
Pennsylvania
$45K – – –
QCG
1037
Quadrant Capital Group
Ohio
$45K +$2K +8 +5%
NSB
1038
Norway Savings Bank
Maine
$43K – – –
MSA
1039
Marino Stram & Associates
Massachusetts
$42K +$250 +1 +0.6%
SC
1040
Sawyer & Company
Massachusetts
$40K – – –
SJIM
1041
St. Johns Investment Management
Florida
$40K +$38.7K +155 New
DAM
1042
Delta Asset Management
Tennessee
$39K -$11K -44 -22%
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
BBNA
1044
Bremer Bank National Association
Minnesota
$39K +$36.2K +145 New
CT
1045
Clearstead Trust
Maine
$37K – – –
ADL
1046
Asset Dedication LLC
California
$36K – – –
VCM
1047
Vigilant Capital Management
Maine
$36K +$16.5K +66 +89%
BA
1048
Belvedere Advisors
California
$33K +$32.7K +131 New
WCM
1049
Wealthcare Capital Management
Virginia
$31K +$30K +120 New
EK
1050
Evensky & Katz
Florida
$31K +$30.5K +122 New
40 41
42
43 44