We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
2251
Shulman DeMeo Asset Management
New York
$487K – – –
LF
2252
LifeSteps Financial
California
$485K – – –
PCM
2253
Poehling Capital Management
Wisconsin
$485K – – –
BF
2254
Brogan Financial
Tennessee
$484K +$5.29K +11 +1%
TI
2255
tru Independence
Oregon
$482K -$18.3K -38 -4%
AWM
2256
Aprio Wealth Management
Georgia
$482K +$39.9K +83 +9%
RSS
2257
Rosenblum Silverman Sutton
California
$480K -$11.5K -24 -2%
HWA
2258
Heartwood Wealth Advisors
Virginia
$479K +$102K +211 +28%
CIC
2259
Chilton Investment Company
Connecticut
$478K -$186K -387 -29%
GCP
2260
GSA Capital Partners
United Kingdom
$477K +$114K +237 +33%
PCMF
2261
Private Capital Management (Florida)
Florida
$472K – – –
KFI
2262
Key Financial Inc
Pennsylvania
$471K +$29.8K +62 +7%
PP
2263
PrairieView Partners
Minnesota
$471K – – –
CWM
2264
Cranbrook Wealth Management
Michigan
$471K -$481 -1 -0.1%
AWM
2265
Atticus Wealth Management
Florida
$469K – – –
OWA
2266
One Wealth Advisors
California
$469K +$73.6K +153 +19%
ONSWM
2267
Old North State Wealth Management
North Carolina
$468K – – –
SWM
2268
Sterling Wealth Management
Illinois
$467K – – –
TCM
2269
Triumph Capital Management
Colorado
$464K +$174K +361 +64%
Fayez Sarofim & Co
2270
Fayez Sarofim & Co
Texas
$464K +$42.3K +88 +10%
EFG
2271
Ehrlich Financial Group
California
$462K -$509K -1,057 -53%
EIA
2272
Eldridge Investment Advisors
New Hampshire
$462K – – –
DSN
2273
D. Scott Neal
Kentucky
$460K – – –
APWA
2274
Atlas Private Wealth Advisors
New Jersey
$459K +$220K +458 +100%
WIM
2275
Westside Investment Management
California
$456K – – –