VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
2076
River Street Advisors
Illinois
$653K – – –
CPWA
2077
Cerro Pacific Wealth Advisors
California
$650K +$625K +1,299 New
EWM
2078
Elevatus Welath Management
New York
$647K +$18.8K +39 +3%
EP
2079
Essential Planning
New Hampshire
$646K +$98.2K +204 +19%
MCCP
2080
Mission Creek Capital Partners
California
$644K +$63.5K +132 +11%
EL
2081
Essex LLC
Illinois
$643K +$77.5K +161 +14%
GAM
2082
Gould Asset Management
California
$643K -$19.2K -40 -3%
RFN
2083
RDA Financial Network
Iowa
$641K -$1.44K -3 -0.2%
RCP
2084
Rothschild Capital Partners
New York
$641K +$216K +448 +54%
4WM
2085
49 Wealth Management
Texas
$637K +$251K +522 +70%
CBT
2086
Central Bank & Trust
Kentucky
$637K -$48.6K -101 -7%
BIA
2087
Bigelow Investment Advisors
Maine
$634K -$424K -882 -41%
MWA
2088
Mills Wealth Advisors
Texas
$633K -$16.4K -34 -3%
CB
2089
Chris Bulman
California
$633K +$609K +1,266 New
CP
2090
Castleview Partners
Texas
$633K +$189K +393 +45%
DP
2091
Dearborn Partners
Illinois
$633K +$78.4K +163 +15%
VNA
2092
Valley National Advisers
Pennsylvania
$632K +$14K +29 +2%
VHAM
2093
Van Hulzen Asset Management
California
$631K +$4.81K +10 +0.8%
WCM
2094
Wealthcare Capital Management
Virginia
$629K -$53.9K -112 -8%
FNBOMD
2095
First National Bank of Mount Dora
Florida
$626K +$96.2K +200 +19%
SSWM
2096
Smith Salley Wealth Management
North Carolina
$626K +$39.5K +82 +7%
XT
2097
XTX Topco
Cayman Islands
$626K +$194K +404 +48%
OIM
2098
Opus Investment Management
Massachusetts
$625K – – –
VDBMI
2099
Van Den Berg Management I
Texas
$624K -$2.41K -5 -0.4%
BFG
2100
Bouchey Financial Group
New York
$622K -$4.33K -9 -0.7%
82 83
84
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