We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Nadler Financial Group
Illinois
$1.41M +$619K +3,212 +76%
CIC
202
Carnegie Investment Counsel
Ohio
$1.39M +$419K +2,175 +42%
SWM
203
SVA Wealth Management
Wisconsin
$1.35M +$191K +991 +16%
BA
204
Boston Advisors
Massachusetts
$1.35M +$1.16K +6 +0.1%
CIA
205
Choate Investment Advisors
Massachusetts
$1.33M
OCM
206
Oakwood Capital Management
California
$1.32M +$1.35M +7,015 New
Baird Financial Group
207
Baird Financial Group
Wisconsin
$1.3M +$1.33M +6,915 New
MWP
208
MYCIO Wealth Partners
Pennsylvania
$1.28M +$26K +135 +2%
EDRE
209
Edmond de Rothschild (Europe)
Luxembourg
$1.27M +$1.3M +6,740 New
EDRH
210
Edmond de Rothschild Holding
Switzerland
$1.27M +$1.3M +6,740 New
PNAA
211
Pictet North America Advisors
Switzerland
$1.26M -$48.2K -250 -4%
SF
212
Synovus Financial
Georgia
$1.25M +$12.3K +64 +1%
IH
213
IFC Holdings
Florida
$1.24M +$15K +78 +1%
HAM
214
Highstreet Asset Management
Ontario, Canada
$1.2M +$1.23M +6,368 New
BWAM
215
Boyd Watterson Asset Management
Ohio
$1.2M
FHB
216
First Hawaiian Bank
Hawaii
$1.19M
PRHC
217
P.R. Herzig & Co
New York
$1.12M -$270K -1,400 -19%
MHIC
218
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$98.3K +510 +10%
MA
219
Montag & Associates
Georgia
$1.09M
WRM
220
Westport Resources Management
Connecticut
$1.08M +$285K +1,479 +35%
GG
221
Gofen & Glossberg
Illinois
$1.07M +$34.3K +178 +3%
TFCP
222
Twin Focus Capital Partners
Massachusetts
$1.06M +$1.08M +5,629 New
ICAS
223
Investors Capital Advisory Services
Massachusetts
$1.06M +$133K +689 +14%
Fisher Asset Management
224
Fisher Asset Management
Washington
$1.05M +$220K +1,142 +26%
SC
225
Scotia Capital
Ontario, Canada
$1.04M -$568K -2,948 -35%