VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
Wealth Advisors
California
$775K – – –
CHA
1252
Carmichael Hill & Associates
Maryland
$775K +$37.3K +92 +5%
BHBT
1253
Burke & Herbert Bank & Trust
Virginia
$769K – – –
SIAG
1254
Safeguard Investment Advisory Group
California
$767K +$82.8K +204 +12%
SFG
1255
SNS Financial Group
Minnesota
$766K -$24.3K -60 -3%
MM
1256
Meridian Management
Arkansas
$765K – – –
MWM
1257
Maltin Wealth Management
New Jersey
$763K +$369K +910 +89%
WPA
1258
Winning Points Advisors
Florida
$762K – – –
EI
1259
Ellevest Inc
New York
$759K -$45.4K -112 -5%
KFC
1260
Klingenstein Fields & Co
New York
$759K – – –
SC
1261
Sawyer & Company
Massachusetts
$756K -$406 -1 -0.1%
NEWAS
1262
N.E.W. Advisory Services
Wisconsin
$755K +$406 +1 +0.1%
WOSD
1263
WFA of San Diego
California
$754K +$75.9K +187 +11%
CTC
1264
Central Trust Company
Missouri
$744K -$80.3K -198 -9%
GEA
1265
Glen Eagle Advisors
New Jersey
$743K +$1.62K +4 +0.2%
LFAS
1266
Level Four Advisory Services
Texas
$739K -$354K -873 -32%
CCT
1267
Country Club Trust
Missouri
$739K +$294K +725 +64%
WTFG
1268
Wells Trecaso Financial Group
Ohio
$726K -$14.2K -35 -2%
TTWM
1269
TCV Trust & Wealth Management
Virginia
$725K +$8.11K +20 +1%
RCWMU
1270
Rothschild & Co Wealth Management (UK)
United Kingdom
$722K – – –
WA
1271
Winfield Associates
Ohio
$722K – – –
NAM
1272
NorthCoast Asset Management
Connecticut
$718K +$422K +1,040 +133%
TSS
1273
Two Sigma Securities
New York
$717K +$244K +601 +49%
TNB
1274
Thomasville National Bank
Georgia
$716K -$6.09K -15 -0.8%
NCM
1275
Northwest Capital Management
Oregon
$716K +$361K +891 +108%
49 50
51
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