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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
376
Boston Trust Walden
Massachusetts
$1.25M +$321K +1,600 +36%
TDC
377
Thompson Davis & Co
Virginia
$1.2M +$1.13M +5,607 +2,417%
OCM
378
Oakwood Capital Management
California
$1.18M +$54.6K +272 +5%
SSW
379
Smith Shellnut Wilson
Mississippi
$1.13M +$1.1M +5,502 New
BPC
380
Banque Pictet & Cie
Switzerland
$1.12M +$391K +1,950 +56%
WDL
381
Well Done LLC
Michigan
$1.11M +$1.09M +5,417 New
CT
382
Coastline Trust
Rhode Island
$1.11M +$6.02K +30 +0.6%
WA1
383
Wimmer Associates 1
California
$1.09M +$145K +725 +16%
VWA
384
V Wealth Advisors
Kansas
$1.07M +$163K +811 +18%
SPIA
385
Steward Partners Investment Advisory
New York
$1.06M +$1.04M +5,161 New
BAM
386
Barrett Asset Management
New York
$1.06M – – –
FSCM
387
Front Street Capital Management
Montana
$1.04M – – –
PRHC
388
P.R. Herzig & Co
New York
$1.04M -$50.2K -250 -5%
HB
389
Homrich & Berg
Georgia
$1.03M – – –
LGWM
390
Litman Gregory Wealth Management
California
$1.03M +$549K +2,738 +119%
AC
391
Alexandria Capital
Virginia
$1.03M -$340K -1,695 -25%
CTA
392
Chesley Taft & Associates
Illinois
$1.02M +$1M +4,988 New
DIA
393
Dana Investment Advisors
Wisconsin
$1.02M +$998K +4,973 New
CFD
394
Creative Financial Designs
Indiana
$1.01M +$991K +4,937 New
GC
395
Gibson Capital
Pennsylvania
$1.01M – – –
IFB
396
iAB Financial Bank
Indiana
$1M +$90.3K +450 +10%
FNFDCM
397
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$997K – – –
NPC
398
National Planning Corporation
California
$993K +$15.7K +78 +2%
JIC
399
Johnson Investment Counsel
Ohio
$989K -$1K -5 -0.1%
PFPT
400
Pinnacle Financial Partners (Tennessee)
Tennessee
$970K -$110K -550 -10%
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