We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2051
LJI Wealth Management
Indiana
$2.68M -$174K -261 -6%
LHEI
2052
Leo H. Evart Inc
California
$2.68M +$92K +138 +4%
SFGP
2053
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.68M +$30.7K +46 +1%
MB
2054
MidFirst Bank
Oklahoma
$2.67M – – –
CIA
2055
Compass Ion Advisors
Pennsylvania
$2.67M +$27.3K +41 +1%
FWP
2056
Flatrock Wealth Partners
California
$2.66M +$417K +625 +19%
GOCP
2057
Great Oak Capital Partners
Massachusetts
$2.66M -$667 -1 -0%
PWG
2058
Portside Wealth Group
Utah
$2.66M +$26.7K +40 +1%
MWM
2059
Mascoma Wealth Management
New Hampshire
$2.66M -$66K -99 -2%
BAWC
2060
Boyce & Associates Wealth Consulting
Texas
$2.66M +$446K +669 +21%
PWM
2061
PTM Wealth Management
United States
$2.66M +$18K +27 +0.7%
TAFW
2062
Tred Avon Family Wealth
Maryland
$2.65M -$69.3K -104 -3%
SFG
2063
SageGuard Financial Group
Tennessee
$2.65M -$445K -667 -15%
LWP
2064
LFG Wealth Partners
Kentucky
$2.64M +$677K +1,016 +36%
BMWS
2065
Brady Martz Wealth Solutions
North Dakota
$2.64M +$235K +353 +10%
IAS
2066
Integrity Advisory Solutions
Texas
$2.64M +$1.08M +1,624 +73%
IAS
2067
Investment Advisory Services
Texas
$2.64M +$243K +365 +10%
KIM
2068
Kane Investment Management
California
$2.64M +$227K +341 +10%
TGAM
2069
TBH Global Asset Management
Tennessee
$2.64M +$50K +75 +2%
JWM
2070
JPL Wealth Management
Colorado
$2.64M +$50K +75 +2%
CAWM
2071
Capital Advisors Wealth Management
Washington
$2.63M +$51.3K +77 +2%
WE
2072
Wealth Effects
Massachusetts
$2.62M -$111K -167 -4%
SFS
2073
Shaker Financial Services
Virginia
$2.62M +$1.19M +1,781 +88%
WP
2074
WealthShield Partners
North Carolina
$2.61M -$597K -896 -19%
CTA
2075
Chesley Taft & Associates
Illinois
$2.61M – – –
81 82
83
84 85