VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1676
LWM Advisory Services
Florida
$471K +$455K +1,079 New
XF
1677
XML Financial
Maryland
$470K +$50.7K +120 +13%
LJAC
1678
L.J. Altfest & Co
New York
$468K +$13.1K +31 +3%
SAM
1679
Silvercrest Asset Management
New York
$467K +$128K +304 +40%
RMC
1680
Resources Management Corp
Connecticut
$466K -$8.87K -21 -2%
HCMT
1681
Highland Capital Management (Tennessee)
Tennessee
$464K -$61.2K -145 -12%
CIAS
1682
Capital Investment Advisory Services
North Carolina
$464K +$10.1K +24 +2%
ADL
1683
Asset Dedication LLC
California
$464K +$34.6K +82 +8%
HSG
1684
Helen Stephens Group
Texas
$464K +$448K +1,062 New
WWG
1685
West Wealth Group
California
$462K +$447K +1,059 New
GWSG
1686
GPS Wealth Strategies Group
Colorado
$461K +$8.87K +21 +2%
BA
1687
Bellwether Advisors
Nebraska
$461K +$21.5K +51 +5%
OFG
1688
Orcam Financial Group
California
$459K +$444K +1,052 New
MFW
1689
Mosaic Family Wealth
Missouri
$458K -$10.6K -25 -2%
PCM
1690
Princeton Capital Management
New Jersey
$457K +$442K +1,046 New
FAP
1691
Financial Advisory Partners
Florida
$450K +$435K +1,030 New
AWP
1692
Accretive Wealth Partners
New Jersey
$449K +$95K +225 +28%
GP
1693
Girard Partners
Pennsylvania
$447K +$51.1K +121 +13%
TFP
1694
Tilia Fiduciary Partners
North Carolina
$446K +$431K +1,022 New
BAM
1695
Berkshire Asset Management
Pennsylvania
$445K +$76K +180 +21%
CWM
1696
Chesapeake Wealth Management
Virginia
$443K -$844 -2 -0.2%
EIA
1697
Eldridge Investment Advisors
New Hampshire
$443K +$42.6K +101 +11%
MFA
1698
Morling Financial Advisors
California
$443K +$428K +1,015 New
KL
1699
KilterHowling LLC
Colorado
$441K +$427K +1,011 New
MCP
1700
Mirador Capital Partners
California
$440K +$425K +1,007 New
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68
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