We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2301
JFG Wealth Management
Colorado
$437K +$421K +874 New
PFA
2302
Pathway Financial Advisers
Indiana
$437K +$37.1K +77 +10%
LWM
2303
Lyell Wealth Management
California
$435K +$419K +871 New
APW
2304
Atlantic Private Wealth
North Carolina
$435K – – –
SIAS
2305
Summit Investment Advisory Services
Minnesota
$434K -$14K -29 -3%
HB
2306
HTLF Bank
Colorado
$434K -$50.5K -105 -11%
TFG
2307
Taylor Financial Group
Virginia
$434K -$2.41K -5 -0.6%
GWM
2308
GDS Wealth Management
Texas
$434K +$24.1K +50 +6%
NCM
2309
New Capital Management
Texas
$433K +$25.5K +53 +7%
HNW
2310
High Note Wealth
Minnesota
$432K -$2.41K -5 -0.6%
PWA
2311
PCG Wealth Advisors
Kansas
$431K – – –
FWP
2312
Falcon Wealth Planning
California
$430K -$280K -581 -40%
PRS
2313
Pinkerton Retirement Specialists
Idaho
$429K +$4.81K +10 +1%
SIG
2314
Sargent Investment Group
Maryland
$428K +$99.1K +206 +32%
FVWA
2315
Foster Victor Wealth Advisors
South Carolina
$427K +$98.6K +205 +33%
BLC
2316
Brown, Lisle/Cummings
Rhode Island
$427K -$14.9K -31 -4%
CFCI
2317
Comprehensive Financial Consultants Institutional
Indiana
$427K +$411K +854 New
SPWG
2318
Syntegra Private Wealth Group
Missouri
$426K -$450K -936 -52%
T
2319
TNF
Montana
$425K -$15.4K -32 -4%
LC
2320
Lincoln Capital
Nebraska
$420K +$128K +265 +46%
HWM
2321
Horizons Wealth Management
North Carolina
$419K +$259K +538 +184%
ACM
2322
Ayrshire Capital Management
Connecticut
$419K – – –
CFO
2323
Colony Family Offices
North Carolina
$418K +$77.5K +161 +24%
VC
2324
Vestor Capital
Illinois
$418K +$57.7K +120 +17%
GWSG
2325
GPS Wealth Strategies Group
Colorado
$417K -$5.29K -11 -1%
91 92
93
94 95