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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
476
Oakwood Capital Management
California
$794K -$38.7K -176 -5%
CA
477
Capital Advantage
California
$790K -$1.64M -7,459 -68%
NAMP
478
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$774K +$495K +2,250 +182%
WB
479
WesBanco Bank
West Virginia
$733K -$1.54K -7 -0.2%
MA
480
Montag & Associates
Georgia
$732K +$3.52K +16 +0.5%
RWP
481
RWA Wealth Partners
Massachusetts
$727K +$486K +2,210 +208%
CS
482
Cannell & Spears
New York
$725K +$152K +690 +27%
CBT
483
Capital Bank & Trust
California
$724K +$717K +3,259 New
PFO
484
Pathstone Family Office
New Jersey
$703K +$589K +2,677 +544%
BMM
485
Buffington Mohr McNeal
Idaho
$700K +$10.6K +48 +2%
SBSB
486
Sullivan, Bruyette, Speros & Blaney
Virginia
$699K +$1.76K +8 +0.3%
KTC
487
Kistler-Tiffany Companies
Pennsylvania
$691K +$685K +3,112 New
FA
488
FCG Advisors
New Jersey
$685K +$177K +803 +35%
CMO
489
Covenant Multifamily Offices
Texas
$641K +$332K +1,510 +110%
AIIMS
490
Analyst IMS Investment Management Services
Israel
$637K – – –
VCAM
491
Van Cleef Asset Management
Ohio
$633K – – –
RWA
492
RGT Wealth Advisors
Texas
$630K -$154K -700 -20%
CIC
493
Cornercap Investment Counsel
Georgia
$630K -$37K -168 -6%
CCB
494
Cutter & Co Brokerage
Missouri
$622K +$240K +1,091 +64%
MMPW
495
Mitchell McLeod Pugh & Williams
Alabama
$617K – – –
MHS
496
M Holdings Securities
Oregon
$616K -$12.1K -55 -2%
CIM
497
Contravisory Investment Management
Massachusetts
$612K +$117K +530 +24%
LIA
498
LBMC Investment Advisors
Tennessee
$604K +$2.64K +12 +0.4%
PL
499
Parthenon LLC
Kentucky
$593K +$52.8K +240 +10%
TI
500
Truepoint Inc
Ohio
$592K +$1.76K +8 +0.3%
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