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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
526
Truepoint Inc
Ohio
$918K +$270K +1,129 +43%
TH
527
Timber Hill
Connecticut
$917K +$2.87K +12 +0.3%
SKK
528
Shepherd Kaplan Krochuk
Massachusetts
$915K +$891K +3,729 New
CIM
529
Contravisory Investment Management
Massachusetts
$912K +$70.7K +296 +9%
JIC
530
Joel Isaacson & Co
New York
$911K -$105K -441 -11%
CIA
531
Capital Investment Advisors
Georgia
$908K +$531K +2,221 +150%
NB
532
Nicolet Bankshares
Wisconsin
$907K – – –
MHS
533
M Holdings Securities
Oregon
$898K +$189K +789 +27%
PTC
534
Private Trust Company
Ohio
$872K -$48.8K -204 -5%
OCM
535
Oakwood Capital Management
California
$862K -$3.58K -15 -0.4%
KA
536
Klingman & Associates
New York
$857K +$233K +976 +39%
FHC
537
First Heartland Consultants
Missouri
$852K +$101K +421 +14%
WB
538
WesBanco Bank
West Virginia
$835K +$5.02K +21 +0.6%
MAS
539
Madden Advisory Services
Florida
$828K +$120K +504 +18%
CP
540
Corbenic Partners
Pennsylvania
$827K – – –
CBT
541
Capital Bank & Trust
California
$807K +$7.17K +30 +0.9%
CCB
542
Cutter & Co Brokerage
Missouri
$807K +$94.6K +396 +14%
PL
543
Parthenon LLC
Kentucky
$796K +$16.7K +70 +2%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$794K -$234K -980 -23%
MWM
545
Modera Wealth Management
New Jersey
$793K -$82.5K -345 -10%
BMM
546
Buffington Mohr McNeal
Idaho
$784K +$3.11K +13 +0.4%
MA
547
Montag & Associates
Georgia
$781K -$26.3K -110 -3%
LFG
548
Larson Financial Group
Missouri
$778K +$758K +3,172 New
IWM
549
IHT Wealth Management
Illinois
$777K +$688K +2,878 +1,370%
KSA
550
Ken Stern & Associates
California
$767K -$1.91M -7,985 -72%
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