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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Altavista Wealth Management
North Carolina
$577K +$315K +1,430 +122%
BCP
502
Berkeley Capital Partners
Georgia
$576K -$14.1K -64 -2%
OWD
503
Osborn Williams & Donohoe
Ohio
$569K +$174K +792 +45%
GWM
504
Geneos Wealth Management
Colorado
$564K -$29.1K -132 -5%
FHC
505
First Heartland Consultants
Missouri
$564K +$134K +608 +31%
PA
506
Pinnacle Associates
New York
$562K +$28.8K +131 +5%
ANBT
507
American National Bank & Trust
Texas
$559K -$9.68K -44 -2%
CLOS
508
Compagnie Lombard Odier SCmA
Switzerland
$555K +$550K +2,500 New
TNB
509
Thomasville National Bank
Georgia
$554K +$300K +1,363 +120%
MM
510
Meridian Management
Arkansas
$543K +$35.2K +160 +7%
AW
511
ACG Wealth
Georgia
$542K -$220 -1 -0%
IAMOG
512
Investors Asset Management of Georgia
Georgia
$540K -$64.5K -293 -11%
CC
513
Courier Capital
New York
$540K +$8.58K +39 +2%
WA
514
WBH Advisory
Maryland
$533K +$2.42K +11 +0.5%
ECM
515
EagleClaw Capital Management
Massachusetts
$531K – – –
CA
516
Cornerstone Advisory
Maryland
$526K +$256K +1,161 +96%
AIM
517
Allen Investment Management
New York
$525K – – –
OIA
518
Optimum Investment Advisors
Illinois
$523K +$7.7K +35 +2%
CAMG
519
CWA Asset Management Group
Florida
$519K +$58.3K +265 +13%
CAM
520
Concorde Asset Management
Michigan
$511K +$257K +1,168 +103%
GCA
521
Greenwood Capital Associates
South Carolina
$510K +$505K +2,295 New
PMG
522
ProVise Management Group
Florida
$507K -$8.14K -37 -2%
IIC
523
Integrated Investment Consultants
Michigan
$500K -$154K -700 -24%
GIA
524
Guyasuta Investment Advisors
Pennsylvania
$489K – – –
EF
525
Empirical Finance
Pennsylvania
$484K – – –
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