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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
426
Joel Isaacson & Co
New York
$695K +$103K +515 +18%
AFG
427
American Financial Group
Ohio
$693K – – –
CMO
428
Covenant Multifamily Offices
Texas
$692K +$400K +1,992 +145%
BTIS
429
BB&T Investment Services
North Carolina
$692K +$678K +3,378 New
PTC
430
Private Trust Company
Ohio
$691K +$45K +224 +7%
MA
431
Montag & Associates
Georgia
$691K +$58.6K +292 +9%
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$675K +$281K +1,400 +74%
ANBT
433
American National Bank & Trust
Texas
$664K -$199K -993 -23%
RT
434
Rockland Trust
Massachusetts
$664K – – –
CS
435
Comerica Securities
Michigan
$659K +$128K +637 +25%
MWM
436
Modera Wealth Management
New Jersey
$653K +$161K +800 +34%
NB
437
Nicolet Bankshares
Wisconsin
$635K +$166K +829 +37%
BCP
438
Berkeley Capital Partners
Georgia
$632K -$15.9K -79 -3%
NFG
439
Next Financial Group
Texas
$619K +$225K +1,120 +59%
CIC
440
Cornercap Investment Counsel
Georgia
$617K -$46.8K -233 -7%
IIC
441
Integrated Investment Consultants
Michigan
$606K -$151K -750 -20%
CCFCSB
442
Cape Cod Five Cents Savings Bank
Massachusetts
$606K – – –
EWM
443
Evercore Wealth Management
New York
$601K +$327K +1,629 +125%
RMAM
444
Raab & Moskowitz Asset Management
New Jersey
$600K +$173K +861 +42%
MHS
445
M Holdings Securities
Oregon
$598K – – –
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$595K -$78.3K -390 -12%
EB
447
Eastern Bank
Massachusetts
$592K – – –
AIIMS
448
Analyst IMS Investment Management Services
Israel
$589K – – –
WB
449
WesBanco Bank
West Virginia
$587K +$94.3K +470 +20%
VCAM
450
Van Cleef Asset Management
Ohio
$585K +$216K +1,075 +61%
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