We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1251
FOCUS Wealth Advisors
Texas
$3.42M +$43.5K +95 +1%
SHF
1252
Stage Harbor Financial
Massachusetts
$3.42M -$18.3K -40 -0.6%
CBFP
1253
Cedar Brook Financial Partners
Ohio
$3.4M +$51.3K +112 +2%
GAA
1254
Global Assets Advisory
Florida
$3.4M +$3.24M +7,087 New
AI
1255
Auour Investments
Massachusetts
$3.39M -$289K -632 -8%
MFA
1256
Mayflower Financial Advisors
Massachusetts
$3.39M -$574K -1,255 -15%
EFS
1257
Essex Financial Services
Connecticut
$3.39M +$211K +460 +7%
WIM
1258
Warwick Investment Management
Texas
$3.37M -$119K -260 -4%
FWCM
1259
Ferguson Wellman Capital Management
Oregon
$3.36M -$740K -1,616 -19%
RLWM
1260
RF&L Wealth Management
Massachusetts
$3.36M +$303K +663 +10%
TA
1261
Tactive Advisors
Florida
$3.35M -$3.01M -6,573 -49%
BMCM
1262
Bryn Mawr Capital Management
Pennsylvania
$3.35M -$151K -331 -5%
ADL
1263
Asset Dedication LLC
California
$3.34M -$16K -35 -0.5%
CWM
1264
Concentric Wealth Management
California
$3.32M +$23.3K +51 +0.7%
CPP
1265
Capasso Planning Partners
South Carolina
$3.31M +$160K +350 +5%
GIA
1266
Goodwin Investment Advisory
Georgia
$3.29M -$146K -320 -4%
OCM
1267
Orser Capital Management
Texas
$3.29M +$2.28M +4,991 +269%
GIM
1268
Guild Investment Management
California
$3.28M +$3.12M +6,825 New
BFO
1269
Biltmore Family Office
North Carolina
$3.28M – – –
IIC
1270
Integrated Investment Consultants
Michigan
$3.28M +$4.12K +9 +0.1%
CPA
1271
Capital Planning Advisors
California
$3.27M +$394K +860 +14%
PG
1272
Prostatis Group
Maryland
$3.24M -$2.78M -6,076 -47%
RIM
1273
RW Investment Management
Idaho
$3.22M -$519K -1,134 -14%
MFG
1274
Magnus Financial Group
New York
$3.22M +$784K +1,712 +34%
MAG
1275
M3 Advisory Group
Massachusetts
$3.21M +$341K +745 +13%
49 50
51
52 53