VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2101
Regent Peak Wealth Advisors
Georgia
$617K -$21.2K -44 -3%
HR
2102
Howe & Rusling
New York
$616K +$38.5K +80 +7%
MF
2103
Montis Financial
Massachusetts
$616K – – –
TVWM
2104
Tower View Wealth Management
Wisconsin
$614K -$6.74K -14 -1%
HIA
2105
Harvest Investment Advisors
Florida
$613K +$589K +1,225 New
BCP
2106
Berkeley Capital Partners
Georgia
$611K +$481 +1 +0.1%
SWP
2107
Strategic Wealth Partners
Ohio
$610K +$29.4K +61 +5%
TFO
2108
Tarbox Family Office
California
$609K – – –
WMA
2109
Wealth Management Associates
New Jersey
$609K – – –
TFP
2110
Tilia Fiduciary Partners
North Carolina
$609K -$12K -25 -2%
T
2111
Tidemark
California
$608K +$14K +29 +2%
IWP
2112
IAG Wealth Partners
Wisconsin
$606K +$204K +424 +54%
CI
2113
CPR Investments
Michigan
$605K +$62.6K +130 +12%
MSG
2114
Main Street Group
Virginia
$605K -$79.9K -166 -12%
MF
2115
Meridian Financial
Massachusetts
$605K +$179K +371 +44%
ES
2116
ETF Store
Kansas
$605K – – –
CAM
2117
Concorde Asset Management
Michigan
$604K -$59.2K -123 -9%
VAG
2118
VisionPoint Advisory Group
Texas
$604K -$69.3K -144 -11%
ICP
2119
Ironvine Capital Partners
Nebraska
$603K – – –
JPWM
2120
Jamison Private Wealth Management
Georgia
$602K +$30.8K +64 +6%
IDA
2121
Intelligence Driven Advisers
California
$601K -$168K -349 -23%
GI
2122
GAMMA Investing
California
$600K +$446K +927 +340%
AWA
2123
Aquire Wealth Advisors
Utah
$599K +$5.29K +11 +0.9%
WDC
2124
Woodward Diversified Capital
California
$597K +$575K +1,194 New
CF
2125
Clarity Financial
Texas
$597K -$522K -1,084 -48%
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85
86 87