We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2051
EPG Wealth Management
Georgia
$5K +$5.48K +15 New
FRA
2052
Front Row Advisors
California
$4K – – –
JGCM
2053
Joseph Group Capital Management
Ohio
$4K – – –
SAM
2054
Strategic Asset Management
Minnesota
$4K – – –
BCM
2055
Blume Capital Management
California
$4K +$2.19K +6 +100%
RDIA
2056
RE Dickinson Investment Advisors
Iowa
$4K +$4.02K +11 New
NDSI
2057
Newman Dignan & Sheerar Inc
Rhode Island
$3.02K +$531K +1,453 +19%
BHWM
2058
Bay Harbor Wealth Management
Maryland
$3K – – –
POIA
2059
Pin Oak Investment Advisors
Texas
$3K – – –
PWP
2060
Principle Wealth Partners
Connecticut
$2.03K -$83.3K -228 -4%
LS
2061
Leelyn Smith
Illinois
$2K -$1.21M -3,311 -100%
FA
2062
Faithward Advisors
Pennsylvania
$2K -$5.11K -14 -70%
C
2063
Covestor
United Kingdom
$2K – – –
GTAM
2064
Global Trust Asset Management
Florida
$2K – – –
CIR
2065
Clear Investment Research
Georgia
$2K +$2.56K +7 New
FHC
2066
First Heartland Consultants
Missouri
$1.94K -$15.3K -42 -0.7%
MRCM
2067
M&R Capital Management
New Jersey
$1K -$3.65K -10 -67%
VCM
2068
Versant Capital Management
Arizona
$1K -$2.92K -8 -80%
CWA
2069
Clearview Wealth Advisors
Oregon
$1K – – –
TC
2070
Truvestments Capital
Florida
$1K – – –
TFA
2071
Transamerica Financial Advisors
Florida
$1K +$730 +2 New
FFA
2072
Fairfield Financial Advisors
Massachusetts
$328 – – –
EWM
2073
Executive Wealth Management
Michigan
$303 -$222K -607 -67%
WIM
2074
Westside Investment Management
California
$189 +$365 +1 +0.2%
CCWA
2075
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$250M -722,135 Closed
81 82
83
84 85