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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
501
Baker Ellis Asset Management
Washington
$10.4M +$725K +1,889 +8%
JCM
502
Jacobi Capital Management
Pennsylvania
$10.4M +$1.58M +4,112 +18%
MI
503
Mercer Investments
Massachusetts
$10.4M +$3.29M +8,568 +48%
FNT
504
First National Trust
Pennsylvania
$10.3M +$1.05M +2,735 +12%
SEP
505
Southland Equity Partners
Missouri
$10.3M +$1.94M +5,064 +24%
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$10.3M +$10M +26,091 New
WA
507
Waverly Advisors
Alabama
$10.3M -$616K -1,605 -6%
KFGK
508
Keystone Financial Group (Kentucky)
Kentucky
$10.2M +$94.8K +247 +1%
LA
509
Legacy Advisors
Pennsylvania
$10.2M +$2.57M +6,703 +35%
OFG
510
Oxford Financial Group
Indiana
$10.2M +$9.98K +26 +0.1%
UOC
511
University of Chicago
Illinois
$10.1M +$2.79M +7,261 +39%
KPCM
512
Kings Point Capital Management
New York
$10.1M +$4.61K +12 +0%
MW
513
Marcum Wealth
Ohio
$10.1M +$364K +948 +4%
NFG
514
Next Financial Group
Texas
$10.1M +$351K +914 +4%
NB
515
NBT Bank
New York
$10.1M – – –
PCMM
516
Piedmont Capital Management (Montana)
Montana
$10M +$280K +729 +3%
BBPWM
517
Blue Bell Private Wealth Management
Pennsylvania
$10M +$8.19M +21,334 +513%
WI
518
Wintrust Investments
Illinois
$9.92M +$381K +992 +4%
SMC
519
Smith, Moore & Co
Missouri
$9.92M -$558K -1,454 -5%
BSB
520
Bangor Savings Bank
Maine
$9.91M +$467K +1,216 +5%
CFMC
521
Curbstone Financial Management Corp
New Hampshire
$9.85M +$38.4K +100 +0.4%
SFG
522
Sunburst Financial Group
Alabama
$9.82M -$60.6K -158 -0.6%
G
523
Gainplan
Michigan
$9.73M +$1.18M +3,071 +14%
PWM
524
Perigon Wealth Management
California
$9.7M +$1.97M +5,123 +26%
MAS
525
Madden Advisory Services
Florida
$9.65M -$205K -535 -2%
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