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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
476
Timber Hill
Connecticut
$860K -$3.21M -14,177 -79%
CS
477
Cannell & Spears
New York
$860K +$104K +460 +14%
PFO
478
Pathstone Family Office
New Jersey
$857K +$124K +547 +17%
NAMP
479
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$856K +$51K +225 +6%
NB
480
Nicolet Bankshares
Wisconsin
$853K – – –
HCM
481
Hollencrest Capital Management
California
$831K – – –
GRP
482
Global Retirement Partners
California
$828K -$115K -509 -12%
MWM
483
Modera Wealth Management
New Jersey
$825K -$8.15K -36 -1%
OCM
484
Oakwood Capital Management
California
$814K -$10.2K -45 -1%
CIM
485
Contravisory Investment Management
Massachusetts
$790K +$151K +667 +24%
WB
486
WesBanco Bank
West Virginia
$781K +$19K +84 +3%
RMAM
487
Raab & Moskowitz Asset Management
New Jersey
$780K -$58.9K -260 -7%
CP
488
Corbenic Partners
Pennsylvania
$778K +$764K +3,371 New
CAM
489
Concorde Asset Management
Michigan
$776K +$241K +1,064 +46%
RWP
490
RWA Wealth Partners
Massachusetts
$767K +$11.3K +50 +2%
MA
491
Montag & Associates
Georgia
$760K – – –
BMM
492
Buffington Mohr McNeal
Idaho
$753K +$6.79K +30 +1%
CBT
493
Capital Bank & Trust
California
$752K – – –
CAMG
494
CWA Asset Management Group
Florida
$744K +$201K +889 +38%
PL
495
Parthenon LLC
Kentucky
$733K +$115K +506 +19%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$723K +$533K +2,352 +302%
MBT
497
Montecito Bank & Trust
California
$715K -$167K -736 -19%
TSW
498
Thompson Siegel & Walmsley
Virginia
$714K +$373K +1,645 +113%
FWCM
499
Ferguson Wellman Capital Management
Oregon
$710K +$275K +1,215 +65%
FHC
500
First Heartland Consultants
Missouri
$704K +$116K +511 +20%
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