We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1076
Winthrop Advisory Group
Massachusetts
$356K +$341K +1,204 New
CC
1077
Capital Counsel
New York
$355K – – –
HWA
1078
HHM Wealth Advisors
Tennessee
$354K +$849 +3 +0.3%
CC
1079
Cannell & Co
New York
$354K +$7.36K +26 +2%
NCM
1080
Next Capital Management
New York
$347K -$191K -675 -37%
DMC
1081
Drexel Morgan & Co
Pennsylvania
$346K – – –
B
1082
Brightworth
Georgia
$338K -$13.3K -47 -4%
IAA
1083
Ironsides Asset Advisors
North Carolina
$335K – – –
NEGWA
1084
New England Guild Wealth Advisors
Connecticut
$335K +$320K +1,131 New
PS
1085
Portfolio Solutions
Michigan
$333K +$98.7K +349 +45%
CSPIA
1086
Cary Street Partners Investment Advisory
Virginia
$333K +$319K +1,127 New
CCT
1087
Country Club Trust
Missouri
$332K – – –
WF
1088
WoodTrust Financial
Wisconsin
$330K +$19.8K +70 +7%
MWM
1089
MorganRosel Wealth Management
Colorado
$329K -$3.96K -14 -1%
HFM
1090
Hartford Financial Management
Connecticut
$325K – – –
NGA
1091
Naples Global Advisors
Florida
$319K +$13.3K +47 +5%
SIM
1092
Sterling Investment Management
Arizona
$318K +$4.24K +15 +1%
FNBT
1093
FineMark National Bank & Trust
Florida
$317K -$315K -1,114 -51%
AI
1094
Accredited Investors
Minnesota
$317K – – –
FTC
1095
Farmers Trust Company
Ohio
$317K – – –
SCM
1096
SOL Capital Management
Maryland
$315K – – –
FI
1097
Financial Insights
Washington
$314K – – –
AP
1098
Appleton Partners
Massachusetts
$314K +$300K +1,062 New
FA
1099
Financial Advisors
Massachusetts
$313K – – –
SI
1100
Shaker Investments
Ohio
$313K +$18.1K +64 +6%
42 43
44
45 46