We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$211K +$201K +712 New
RIA
1202
Regal Investment Advisors
Michigan
$211K +$202K +714 New
BFA
1203
Beacon Financial Advisory
Ohio
$206K +$198K +699 New
GCAC
1204
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K -$129K -455 -40%
BWM
1205
Brickley Wealth Management
California
$205K +$196K +692 New
KCM
1206
Kanawha Capital Management
Virginia
$204K +$195K +690 New
3F
1207
360 Financial
Minnesota
$203K +$186K +659 New
LCM
1208
Liberty Capital Management
Michigan
$202K +$193K +683 New
CFS
1209
CRA Financial Services
New Jersey
$202K +$193K +684 New
PAM
1210
Panagora Asset Management
Massachusetts
$201K +$6.79K +24 +4%
PFC
1211
Poplar Forest Capital
California
$201K +$192K +680 New
PP
1212
PrairieView Partners
Minnesota
$201K +$192K +680 New
VWM
1213
Valley Wealth Managers
New Jersey
$201K +$192K +680 New
BWM
1214
BerganKDV Wealth Management
Minnesota
$200K – – –
WB
1215
West Bancorporation
Iowa
$198K +$190K +670 New
CIAS
1216
Capital Investment Advisory Services
North Carolina
$195K +$19K +67 +11%
CI
1217
Clal Insurance
Israel
$194K -$42.6M -150,605 -72%
AC
1218
AlphaCore Capital
California
$183K +$175K +617 New
TFO
1219
Tarbox Family Office
California
$180K – – –
BWM
1220
Baystate Wealth Management
Massachusetts
$176K +$92.5K +327 +122%
CTB
1221
Country Trust Bank
Illinois
$175K -$29.4K -104 -15%
PA
1222
Procyon Advisors
Connecticut
$175K +$167K +591 New
RG
1223
Retirement Group
California
$175K +$167K +591 New
WC
1224
Westwind Capital
New Mexico
$174K +$23.5K +83 +16%
BWA
1225
Burt Wealth Advisors
Maryland
$169K – – –
47 48
49
50 51