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
2051
SageGuard Financial Group
Tennessee
$2.65M -$445K -667 -15%
LWP
2052
LFG Wealth Partners
Kentucky
$2.64M +$677K +1,016 +36%
BMWS
2053
Brady Martz Wealth Solutions
North Dakota
$2.64M +$235K +353 +10%
IAS
2054
Integrity Advisory Solutions
Texas
$2.64M +$1.08M +1,624 +73%
IAS
2055
Investment Advisory Services
Texas
$2.64M +$243K +365 +10%
KIM
2056
Kane Investment Management
California
$2.64M +$227K +341 +10%
TGAM
2057
TBH Global Asset Management
Tennessee
$2.64M +$50K +75 +2%
JWM
2058
JPL Wealth Management
Colorado
$2.64M +$50K +75 +2%
CAWM
2059
Capital Advisors Wealth Management
Washington
$2.63M +$51.3K +77 +2%
WE
2060
Wealth Effects
Massachusetts
$2.62M -$111K -167 -4%
SFS
2061
Shaker Financial Services
Virginia
$2.62M +$1.19M +1,781 +88%
WP
2062
WealthShield Partners
North Carolina
$2.61M -$597K -896 -19%
CTA
2063
Chesley Taft & Associates
Illinois
$2.61M – – –
AWM
2064
Activest Wealth Management
Florida
$2.61M -$13M -19,486 -84%
OAM
2065
Occidental Asset Management
California
$2.59M -$301K -451 -11%
GEA
2066
Glen Eagle Advisors
New Jersey
$2.59M +$68K +102 +3%
AI
2067
Arrien Investments
Idaho
$2.59M -$135K -202 -5%
WA1
2068
Wimmer Associates 1
California
$2.59M +$837K +1,255 +50%
OFS
2069
Orrstown Financial Services
Pennsylvania
$2.59M +$2.67K +4 +0.1%
CWM
2070
Cherrydale Wealth Management
New Jersey
$2.58M +$7.33K +11 +0.3%
CW
2071
CrossGen Wealth
North Carolina
$2.58M -$142K -213 -5%
UBP
2072
Union Bancaire Privee
Switzerland
$2.58M +$49.3K +74 +2%
ACA
2073
Anchor Capital Advisors
Massachusetts
$2.58M +$58.7K +88 +2%
CFCS
2074
CDM Financial Counseling Services
Connecticut
$2.57M -$134K -201 -5%
TAM
2075
TCP Asset Management
Ohio
$2.57M +$69.3K +104 +3%
81 82
83
84 85