We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1476
Sather Financial Group
Texas
$678K – – –
VBFP
1477
Valtinson Bruner Financial Planning
Minnesota
$675K +$24.8K +68 +3%
MAM
1478
Mystic Asset Management
Rhode Island
$674K -$67.6K -185 -8%
APP
1479
Avantax Planning Partners
Iowa
$670K -$122K -335 -14%
TIM
1480
Tortoise Investment Management
New York
$670K +$1.83K +5 +0.2%
SPFA
1481
Summit Place Financial Advisors
New Jersey
$668K +$1.83K +5 +0.2%
CA
1482
Cornerstone Advisory
Maryland
$668K +$3.65K +10 +0.5%
LF
1483
Lee Financial
Texas
$665K -$90.9K -249 -11%
CBT
1484
Central Bank & Trust
Kentucky
$664K -$722K -1,976 -49%
WMR
1485
Wealth Management Resources
Rhode Island
$664K – – –
HF
1486
Halpern Financial
Virginia
$660K -$21.9K -60 -3%
GGS
1487
Galvin Gaustad & Stein
Arizona
$659K -$466K -1,275 -39%
WPA
1488
Winning Points Advisors
Florida
$658K – – –
CBFP
1489
Cedar Brook Financial Partners
Ohio
$658K +$8.77K +24 +1%
HWMA
1490
Heritage Wealth Management (Arizona)
Arizona
$657K +$193K +529 +36%
AR
1491
Apeiron RIA
Texas
$657K +$730K +2,000 New
CIA
1492
Capital Investment Advisors
Georgia
$655K -$96.4K -264 -12%
TFA
1493
Toth Financial Advisory
Virginia
$655K +$22.6K +62 +3%
SFP
1494
Sandbox Financial Partners
Maryland
$653K -$18.3K -50 -2%
HA
1495
HC Advisors
Georgia
$653K – – –
PGAM
1496
Princeton Global Asset Management
New Jersey
$653K +$365 +1 +0.1%
IWN
1497
Independent Wealth Network
Iowa
$652K -$805K -2,204 -53%
AC
1498
Avenir Corporation
Virginia
$651K – – –
APF
1499
Alaska Permanent Fund
Alaska
$650K – – –
APW
1500
Aurora Private Wealth
New Jersey
$649K +$1.46K +4 +0.2%
58 59
60
61 62