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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
476
Pathstone Family Office
New Jersey
$857K +$124K +547 +17%
NAMP
477
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$856K +$51K +225 +6%
NB
478
Nicolet Bankshares
Wisconsin
$853K – – –
HCM
479
Hollencrest Capital Management
California
$831K – – –
GRP
480
Global Retirement Partners
California
$828K -$115K -509 -12%
MWM
481
Modera Wealth Management
New Jersey
$825K -$8.15K -36 -1%
OCM
482
Oakwood Capital Management
California
$814K -$10.2K -45 -1%
CIM
483
Contravisory Investment Management
Massachusetts
$790K +$151K +667 +24%
WB
484
WesBanco Bank
West Virginia
$781K +$19K +84 +3%
RMAM
485
Raab & Moskowitz Asset Management
New Jersey
$780K -$58.9K -260 -7%
CP
486
Corbenic Partners
Pennsylvania
$778K +$764K +3,371 New
CAM
487
Concorde Asset Management
Michigan
$776K +$241K +1,064 +46%
RWP
488
RWA Wealth Partners
Massachusetts
$767K +$11.3K +50 +2%
MA
489
Montag & Associates
Georgia
$760K – – –
BMM
490
Buffington Mohr McNeal
Idaho
$753K +$6.79K +30 +1%
CBT
491
Capital Bank & Trust
California
$752K – – –
CAMG
492
CWA Asset Management Group
Florida
$744K +$201K +889 +38%
PL
493
Parthenon LLC
Kentucky
$733K +$115K +506 +19%
WAP
494
Wealthcare Advisory Partners
Pennsylvania
$723K +$533K +2,352 +302%
MBT
495
Montecito Bank & Trust
California
$715K -$167K -736 -19%
TSW
496
Thompson Siegel & Walmsley
Virginia
$714K +$373K +1,645 +113%
FWCM
497
Ferguson Wellman Capital Management
Oregon
$710K +$275K +1,215 +65%
FHC
498
First Heartland Consultants
Missouri
$704K +$116K +511 +20%
CA
499
Capital Advantage
California
$700K -$119K -525 -15%
UBV
500
United Bank (Virginia)
Virginia
$693K +$680K +3,002 New
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