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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
476
Thomasville National Bank
Georgia
$218K – – –
CAG
477
Crestwood Advisors Group
Massachusetts
$218K +$216K +1,136 New
PA
478
Pinnacle Associates
New York
$211K – – –
SCA
479
Stonebridge Capital Advisors
Minnesota
$211K – – –
SCM
480
SOL Capital Management
Maryland
$211K +$209K +1,100 New
AA
481
Alesco Advisors
New York
$207K +$205K +1,075 New
PFPT
482
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K +$197K +1,036 New
ZIM
483
Zacks Investment Management
Illinois
$203K +$201K +1,057 New
WAP
484
Wealthcare Advisory Partners
Pennsylvania
$199K +$197K +1,037 New
JAM
485
Jolley Asset Management
North Carolina
$165K – – –
CFA
486
Carroll Financial Associates
North Carolina
$160K +$56.2K +295 +55%
EWM
487
Evercore Wealth Management
New York
$159K +$107K +562 +214%
IAS
488
INR Advisory Services
Pennsylvania
$152K +$150K +790 New
HI
489
Hudock Inc
Pennsylvania
$136K +$571 +3 +0.4%
FNB
490
Farmers National Bank
Kentucky
$134K +$133K +697 New
NFG
491
Next Financial Group
Texas
$123K – – –
AIM
492
Anchor Investment Management
South Carolina
$120K +$3.81K +20 +3%
LGWM
493
Litman Gregory Wealth Management
California
$101K +$100K +526 New
BWA
494
Burt Wealth Advisors
Maryland
$94K -$190K -1,000 -67%
WEC
495
Winslow Evans & Crocker
Massachusetts
$92.8K +$190 +1 +0.2%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$88K +$1.52K +8 +2%
WI
497
Wintrust Investments
Illinois
$85K +$580K +3,046 New
TIM
498
Tortoise Investment Management
New York
$84K +$9.71K +51 +13%
S
499
SignatureFD
Georgia
$72K +$71.8K +377 New
DBT
500
Dubuque Bank & Trust
Iowa
$71K – – –
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