We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1126
Loudon Investment Management
New Hampshire
$275K +$263K +928 New
DPI
1127
Diversified Portfolios Inc
Michigan
$274K – – –
APW
1128
Austin Private Wealth
Texas
$273K +$261K +924 New
CFG
1129
Cooper Financial Group
California
$272K +$6.51K +23 +3%
CCM
1130
Coldstream Capital Management
Washington
$270K -$182K -643 -41%
IWA
1131
Intercontinental Wealth Advisors
Texas
$269K – – –
CAC
1132
Certified Advisory Corp
Florida
$267K +$4.53K +16 +2%
CPC
1133
Consolidated Planning Corp
Georgia
$267K +$255K +901 New
MW
1134
Marcum Wealth
Ohio
$267K +$255K +901 New
CSIC
1135
Clifford Swan Investment Counsel
California
$266K – – –
PWM
1136
PRW Wealth Management
Massachusetts
$265K – – –
MWP
1137
Meridian Wealth Partners
Pennsylvania
$264K +$253K +894 New
ODG
1138
O'Dell Group
Ohio
$263K +$251K +889 New
TW
1139
TrinityPoint Wealth
Connecticut
$259K – – –
CC
1140
Chicago Capital
Illinois
$259K +$248K +877 New
HR
1141
Hayden Royal
North Carolina
$259K -$225K -797 -49%
MM
1142
Main Management
California
$258K – – –
LB
1143
Landmark Bank
Missouri
$256K – – –
CP
1144
Camelot Portfolios
Ohio
$254K -$28.9K -102 -11%
KWMG
1145
King Wealth Management Group
Florida
$252K – – –
MPWT
1146
MassMutual Private Wealth & Trust
Connecticut
$252K +$150K +530 +165%
Vanguard Capital Wealth Advisors
1147
Vanguard Capital Wealth Advisors
Colorado
$251K – – –
LWM
1148
Lyell Wealth Management
California
$251K +$566 +2 +0.2%
BCP
1149
Berkeley Capital Partners
Georgia
$251K +$240K +849 New
BFP
1150
Briaud Financial Planning
Texas
$250K +$239K +845 New