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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
11A
426
10-15 Associates
New York
$462K -$17.1K -86 -4%
SBSB
427
Sullivan, Bruyette, Speros & Blaney
Virginia
$461K +$1.19K +6 +0.3%
CCP
428
Corient Capital Partners
California
$461K +$460K +2,320 New
AW
429
ACG Wealth
Georgia
$460K +$397 +2 +0.1%
LGWM
430
Litman Gregory Wealth Management
California
$456K +$351K +1,768 +336%
NB
431
Nicolet Bankshares
Wisconsin
$450K +$449K +2,264 New
GWM
432
Geneos Wealth Management
Colorado
$439K +$9.92K +50 +2%
GIA
433
Guyasuta Investment Advisors
Pennsylvania
$437K – – –
FAB
434
First American Bank
Illinois
$434K – – –
EAM
435
Evanson Asset Management
California
$428K – – –
VWM
436
Venturi Wealth Management
Texas
$426K +$22.8K +115 +6%
PFM
437
Parsec Financial Management
North Carolina
$422K +$422K +2,126 New
PA
438
Pinnacle Associates
New York
$417K +$198K +1,000 +91%
RMAM
439
Raab & Moskowitz Asset Management
New Jersey
$410K +$129K +651 +46%
PL
440
Parthenon LLC
Kentucky
$408K +$39.7K +200 +11%
OIA
441
Optimum Investment Advisors
Illinois
$402K – – –
CIA
442
Covington Investment Advisors
Pennsylvania
$400K – – –
CCM
443
Catawba Capital Management
Virginia
$397K – – –
CS
444
Cannell & Spears
New York
$397K +$397K +2,000 New
SVCP
445
Silicon Valley Capital Partners
California
$393K +$1.78K +9 +0.5%
FHC
446
First Heartland Consultants
Missouri
$384K -$263K -1,326 -41%
B
447
BancorpSouth
Mississippi
$380K – – –
ECM
448
EagleClaw Capital Management
Massachusetts
$380K +$39.7K +200 +12%
NFG
449
Next Financial Group
Texas
$377K +$249K +1,255 +195%
BBPWM
450
Blue Bell Private Wealth Management
Pennsylvania
$375K -$19.8K -100 -5%
16 17
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