We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1401
Patton Albertson Miller Group
Tennessee
$509K +$523K +1,290 New
EWM
1402
Executive Wealth Management
Michigan
$507K +$4.87K +12 +0.9%
CC
1403
Capital Counsel
New York
$506K – – –
CWA
1404
Clarity Wealth Advisors
California
$504K +$518K +1,278 New
CCM
1405
Covington Capital Management
California
$502K – – –
HPWA
1406
Hall Private Wealth Advisors
North Carolina
$502K – – –
MWM
1407
MorganRosel Wealth Management
Colorado
$501K +$1.22K +3 +0.2%
LIA
1408
LS Investment Advisors
Michigan
$497K – – –
YWP
1409
YorkBridge Wealth Partners
New York
$496K -$97.4K -240 -16%
NAM
1410
NTV Asset Management
West Virginia
$494K +$244K +602 +93%
TCM
1411
Telos Capital Management
California
$493K – – –
SW
1412
SlateStone Wealth
Florida
$489K -$8.11K -20 -2%
BHIC
1413
Bassett Hargrove Investment Counsel
Delaware
$489K – – –
DR
1414
Davis Rea
Ontario, Canada
$487K – – –
SSWM
1415
Smith Salley Wealth Management
North Carolina
$486K +$64.9K +160 +15%
CWA
1416
Centennial Wealth Advisory
Michigan
$486K +$78.3K +193 +19%
CT
1417
Caldwell Trust
Florida
$484K +$54.8K +135 +12%
WA
1418
Wealth Architects
California
$483K +$406 +1 +0.1%
BRG
1419
Bay Rivers Group
Virginia
$482K +$10.1K +25 +2%
TFO
1420
Tarbox Family Office
California
$480K -$39.4K -97 -7%
IGGA
1421
Iron Gate Global Advisors
Utah
$478K -$24.3K -60 -5%
FC
1422
FCA Corp
Texas
$477K – – –
VDI
1423
Vaughan David Investments
Illinois
$476K -$2.08M -5,127 -81%
HCMT
1424
Highland Capital Management (Tennessee)
Tennessee
$476K – – –
MF
1425
Montis Financial
Massachusetts
$475K – – –
55 56
57
58 59