We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2326
GSB Wealth Management
Connecticut
$968K -$488K -929 -35%
IWA
2327
Icon Wealth Advisors
Texas
$968K +$896K +1,705 New
LF
2328
Lee Financial
Texas
$968K +$168K +319 +23%
HB
2329
Horizon Bancorp
Indiana
$966K +$893K +1,700 New
DCM
2330
Dudley Capital Management
Virginia
$963K +$526 +1 +0.1%
RWM
2331
Revisor Wealth Management
Ohio
$960K +$49.4K +94 +6%
SFP
2332
SwitchPoint Financial Planning
Utah
$957K +$6.83K +13 +0.8%
SAM
2333
Summit Asset Management
Tennessee
$956K – – –
GFP
2334
Gryphon Financial Partners
Ohio
$955K +$284K +541 +47%
IWM
2335
Iams Wealth Management
Nebraska
$954K +$883K +1,680 New
EF
2336
Empirical Finance
Pennsylvania
$954K +$3.15K +6 +0.4%
WCM
2337
Wallace Capital Management
Texas
$949K +$13.1K +25 +2%
LC
2338
LCNB Corp
Ohio
$949K -$457K -870 -34%
CL
2339
CLG LLC
California
$949K – – –
MCA
2340
Midwest Capital Advisors
Michigan
$947K +$1.58K +3 +0.2%
KNW
2341
Kesler Norman & Wride
Utah
$947K +$667K +1,269 +319%
AFWM
2342
AMJ Financial Wealth Management
Virginia
$943K -$300K -570 -26%
SI
2343
Shaker Investments
Ohio
$943K -$15.8K -30 -2%
TCWM
2344
Total Clarity Wealth Management
Illinois
$940K -$729K -1,387 -46%
OWA
2345
ORBA Wealth Advisors
Illinois
$940K +$18.9K +36 +2%
NCMW
2346
Northern Capital Management (Washington)
Washington
$940K +$106K +202 +14%
SG
2347
Stanich Group
New York
$940K +$331K +630 +63%
FPW
2348
Fairvoy Private Wealth
Alabama
$938K +$1.58K +3 +0.2%
CMP
2349
Coston McIsaac & Partners
Maine
$933K +$281K +534 +48%
TWM
2350
TCFG Wealth Management
California
$932K +$434K +825 +101%
92 93
94
95 96