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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$502K +$42.7K +200 +9%
MM
502
Meridian Management
Arkansas
$494K -$966K -4,525 -66%
CIM
503
Contravisory Investment Management
Massachusetts
$481K +$475K +2,225 New
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$476K – – –
FAB
505
First American Bank
Illinois
$473K – – –
OWM
506
Orgel Wealth Management
Wisconsin
$472K +$62.1K +291 +15%
FCH
507
Freestone Capital Holdings
Washington
$470K +$2.13K +10 +0.5%
EF
508
Empirical Finance
Pennsylvania
$470K +$461K +2,161 +14,407%
CIA
509
Covington Investment Advisors
Pennsylvania
$466K +$30.7K +144 +7%
PFM
510
Parsec Financial Management
North Carolina
$462K +$2.13K +10 +0.5%
FA
511
FCG Advisors
New Jersey
$452K +$487K +2,282 New
CAMG
512
CWA Asset Management Group
Florida
$448K +$62.5K +293 +16%
EFS
513
Essex Financial Services
Connecticut
$444K +$16K +75 +4%
FWSM
514
First Wilshire Securities Management
California
$440K – – –
1SB
515
1ST Source Bank
Indiana
$436K +$117K +548 +37%
TCM
516
TD Capital Management
Tennessee
$434K +$31.6K +148 +8%
PP
517
Palladium Partners
Virginia
$433K -$427K -2,000 -50%
SVCP
518
Silicon Valley Capital Partners
California
$433K +$1.92K +9 +0.5%
PP
519
Paloma Partners
Connecticut
$433K +$427K +2,000 New
CCM
520
Catawba Capital Management
Virginia
$432K – – –
FHC
521
First Heartland Consultants
Missouri
$418K – – –
B
522
BancorpSouth
Mississippi
$414K – – –
PTC
523
Philadelphia Trust Company
Pennsylvania
$407K -$121K -568 -23%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$401K +$395K +1,852 New
MAS
525
Madden Advisory Services
Florida
$400K +$130K +610 +49%
19 20
21
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