VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1351
OneAscent Financial Services
Alabama
$1.24M +$401K +1,134 +47%
CCIA
1352
Cherry Creek Investment Advisors
Colorado
$1.24M +$14.8K +42 +1%
TWA
1353
TCI Wealth Advisors
Arizona
$1.24M +$80.9K +229 +7%
MAM
1354
Meeder Asset Management
Ohio
$1.23M -$631K -1,785 -34%
AWM
1355
Alterna Wealth Management
Texas
$1.23M – – –
TCM
1356
Triumph Capital Management
Colorado
$1.23M -$137K -389 -10%
HPC
1357
HM Payson & Co
Maine
$1.23M -$278K -787 -18%
1WA
1358
180 Wealth Advisors
Washington
$1.23M +$2.83K +8 +0.2%
BWM
1359
Benchmark Wealth Management
Connecticut
$1.23M +$1.23M +3,488 New
FSWA
1360
Financial Synergies Wealth Advisors
Texas
$1.23M -$807K -2,284 -40%
HA
1361
HFG Advisors
Ohio
$1.22M -$52.6K -149 -4%
HWMA
1362
Heritage Wealth Management (Arizona)
Arizona
$1.22M +$522K +1,478 +74%
FCCM
1363
First City Capital Management
Georgia
$1.22M +$29K +82 +2%
CC
1364
Callan Capital
California
$1.22M +$35.3K +100 +3%
BI
1365
Berkeley Inc
Idaho
$1.21M +$102K +288 +9%
JWM
1366
Janiczek Wealth Management
Colorado
$1.21M -$2.47K -7 -0.2%
SL
1367
Summitry LLC
California
$1.21M +$1.22M +3,455 New
JSL
1368
JT Stratford LLC
Georgia
$1.21M +$943K +2,668 +340%
LWANC
1369
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$23.7K +67 +2%
PIM
1370
Parker Investment Management
California
$1.21M +$16.6K +47 +1%
FFM
1371
Forum Financial Management
Illinois
$1.21M +$629K +1,781 +108%
ACA
1372
Atlas Capital Advisors
Wyoming
$1.21M +$4.24K +12 +0.4%
TDC
1373
Thompson Davis & Co
Virginia
$1.21M +$202K +572 +20%
NWM
1374
Northwest Wealth Management
Iowa
$1.21M -$226K -641 -16%
EFG
1375
Everhart Financial Group
Ohio
$1.2M -$23.7K -67 -2%
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