VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1226
Baker Tilly Wealth Management
Wisconsin
$836K +$191K +470 +28%
BOTW
1227
Bank of the West
California
$833K -$91.3K -225 -10%
CRC
1228
Curi RMB Capital
Illinois
$830K +$133K +327 +18%
ACA
1229
Aptus Capital Advisors
Alabama
$827K -$10.1K -25 -1%
GAM
1230
Griffin Asset Management
New York
$822K +$406 +1 +0%
LWMG
1231
Levy Wealth Management Group
Pennsylvania
$821K -$56K -138 -6%
FCCM
1232
First City Capital Management
Georgia
$821K +$6.49K +16 +0.8%
KM
1233
Kalos Management
Georgia
$821K +$471K +1,160 +155%
FSWA
1234
Financial Synergies Wealth Advisors
Texas
$819K +$23.1K +57 +3%
TIM
1235
Tortoise Investment Management
New York
$816K -$36.5K -90 -4%
MBT
1236
Montecito Bank & Trust
California
$816K -$1.22K -3 -0.1%
SCA
1237
Spearhead Capital Advisors
Florida
$816K +$840K +2,070 New
SFG
1238
Sather Financial Group
Texas
$815K – – –
HCM
1239
HMS Capital Management
Tennessee
$813K – – –
MA
1240
Mezzasalma Advisors
New Jersey
$813K – – –
OWM
1241
Orgel Wealth Management
Wisconsin
$809K -$64.5K -159 -7%
CA
1242
CapWealth Advisors
Tennessee
$807K +$20.3K +50 +3%
SIM
1243
Sterling Investment Management
Arizona
$804K – – –
APW
1244
Aurora Private Wealth
New Jersey
$802K +$825K +2,033 New
TFA
1245
Toth Financial Advisory
Virginia
$798K -$150K -370 -15%
WPW
1246
Warther Private Wealth
Ohio
$798K – – –
RWA
1247
Roberts Wealth Advisors
California
$795K +$818K +2,015 New
VI
1248
Versor Investments
New York
$790K -$1.62M -4,000 -67%
CBT
1249
Central Bank & Trust
Kentucky
$779K – – –
B
1250
Brightworth
Georgia
$779K +$315K +776 +65%
48 49
50
51 52