We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
2026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$348K +$51.7K +134 +19%
SFI
2027
SPC Financial Inc
Maryland
$347K +$20.1K +52 +6%
MCIA
2028
Mountain Capital Investment Advisors
Colorado
$347K +$36.6K +95 +13%
FAM
2029
Family Asset Management
South Carolina
$346K – – –
FW
2030
FirstPurpose Wealth
Utah
$346K +$43.6K +113 +15%
PCI
2031
Planning Center Inc
Illinois
$346K +$328K +849 New
CAM
2032
Covenant Asset Management
New Jersey
$345K +$4.63K +12 +1%
FWM
2033
Fingerlakes Wealth Management
New York
$345K – – –
HP
2034
Hyperion Partners
Pennsylvania
$345K – – –
CT
2035
Colonial Trust
South Carolina
$341K +$5.4K +14 +2%
AJ
2036
Ashburton (Jersey)
Jersey
$341K +$95.7K +248 +42%
MLA
2037
My Legacy Advisors
Oregon
$340K +$74.8K +194 +31%
C
2038
CEDRUS
Colorado
$338K +$45.9K +119 +17%
JFA
2039
JNBA Financial Advisors
Minnesota
$336K – – –
KM
2040
Kalos Management
Georgia
$335K – – –
OCM
2041
Orleans Capital Management
Louisiana
$332K +$315K +816 New
WBC
2042
West Branch Capital
Massachusetts
$332K – – –
PFP
2043
Paragon Financial Partners
California
$332K -$112K -291 -26%
HIC
2044
Holderness Investments Company
North Carolina
$332K +$4.63K +12 +1%
LWM
2045
Lodestone Wealth Management
Washington
$331K -$9.64K -25 -3%
SAM
2046
Strategy Asset Managers
California
$330K +$19.3K +50 +7%
S
2047
SimplyRich
California
$330K – – –
PCM
2048
Pennsylvania Capital Management
Pennsylvania
$330K – – –
LL
2049
LWMG LLC
Minnesota
$330K -$32.4K -84 -9%
LNWTC
2050
Laird Norton Wetherby Trust Company
Washington
$329K – – –
80 81
82
83 84