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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
476
Huntington National Bank
Ohio
$224K – – –
MCM
477
McRae Capital Management
New Jersey
$221K – – –
TNB
478
Thomasville National Bank
Georgia
$218K – – –
CAG
479
Crestwood Advisors Group
Massachusetts
$218K +$216K +1,136 New
PA
480
Pinnacle Associates
New York
$211K – – –
SCA
481
Stonebridge Capital Advisors
Minnesota
$211K – – –
SCM
482
SOL Capital Management
Maryland
$211K +$209K +1,100 New
AA
483
Alesco Advisors
New York
$207K +$205K +1,075 New
PFPT
484
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K +$197K +1,036 New
ZIM
485
Zacks Investment Management
Illinois
$203K +$201K +1,057 New
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$199K +$197K +1,037 New
JAM
487
Jolley Asset Management
North Carolina
$165K – – –
CFA
488
Carroll Financial Associates
North Carolina
$160K +$56.2K +295 +55%
EWM
489
Evercore Wealth Management
New York
$159K +$107K +562 +214%
IAS
490
INR Advisory Services
Pennsylvania
$152K +$150K +790 New
HI
491
Hudock Inc
Pennsylvania
$136K +$571 +3 +0.4%
FNB
492
Farmers National Bank
Kentucky
$134K +$133K +697 New
NFG
493
Next Financial Group
Texas
$123K – – –
AIM
494
Anchor Investment Management
South Carolina
$120K +$3.81K +20 +3%
LGWM
495
Litman Gregory Wealth Management
California
$101K +$100K +526 New
BWA
496
Burt Wealth Advisors
Maryland
$94K -$190K -1,000 -67%
WEC
497
Winslow Evans & Crocker
Massachusetts
$92.8K +$190 +1 +0.2%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$88K +$1.52K +8 +2%
WI
499
Wintrust Investments
Illinois
$85K +$580K +3,046 New
TIM
500
Tortoise Investment Management
New York
$84K +$9.71K +51 +13%
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