We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
2351
Unique Wealth Strategies
Illinois
$766K +$24.9K +46 +3%
ICP
2352
Interchange Capital Partners
Pennsylvania
$764K +$2.17K +4 +0.3%
HIW
2353
Holos Integrated Wealth
Pennsylvania
$763K +$767K +1,416 New
SRWM
2354
Shira Ridge Wealth Management
California
$763K -$4.33K -8 -0.6%
NCM
2355
Northwest Capital Management
Oregon
$762K -$204K -376 -21%
PWIA
2356
Porter White Investment Advisors
Alabama
$762K +$9.75K +18 +1%
CWM
2357
Collaborative Wealth Management
Florida
$760K -$8.13K -15 -1%
CWA
2358
Consilium Wealth Advisory
Texas
$756K – – –
AA
2359
Ashford Advisors
New York
$755K – – –
MAM
2360
McLean Asset Management
Virginia
$754K +$1.08K +2 +0.1%
HFS
2361
Hopwood Financial Services
Virginia
$754K +$757K +1,398 New
FWS
2362
FinDec Wealth Services
California
$751K -$771K -1,423 -51%
NFSG
2363
Newbridge Financial Services Group
Florida
$751K +$755K +1,393 New
FNBOMD
2364
First National Bank of Mount Dora
Florida
$748K -$782K -1,443 -51%
YIM
2365
Yoffe Investment Management
Pennsylvania
$746K +$750K +1,384 New
TBT
2366
Texas Bank & Trust
Texas
$744K +$747K +1,380 New
ODG
2367
O'Dell Group
Ohio
$741K +$209K +386 +39%
OFP
2368
OLIO Financial Planning
Virginia
$737K +$60.7K +112 +9%
GIM
2369
Goelzer Investment Management
Indiana
$734K +$206K +381 +39%
NRG
2370
Nemes Rush Group
Michigan
$731K +$333K +614 +83%
CAL
2371
Capital Analysts LLC
Pennsylvania
$731K -$379K -700 -34%
AA
2372
ArborFi Advisors
Michigan
$730K +$734K +1,355 New
FVWA
2373
Foster Victor Wealth Advisors
South Carolina
$730K +$242K +447 +51%
CPG
2374
Cornerstone Planning Group
New Jersey
$723K -$24.4K -45 -3%
LNB
2375
Ledyard National Bank
$722K +$222K +409 +44%
93 94
95
96 97