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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Meridian Wealth Management
Kentucky
$585K +$710K +2,859 New
CCMG
627
Clark Capital Management Group
Pennsylvania
$584K -$755K -3,043 -57%
MWM
628
Modera Wealth Management
New Jersey
$582K -$258K -1,038 -31%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$581K – – –
VFA
630
Valeo Financial Advisors
Indiana
$579K +$449K +1,809 +425%
MMA
631
Miracle Mile Advisors
California
$578K +$40.7K +164 +8%
TNB
632
Thomasville National Bank
Georgia
$576K – – –
CA
633
Calton & Associates
Florida
$571K +$14.4K +58 +3%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$569K +$382K +1,540 +208%
PA
635
Pinnacle Associates
New York
$564K +$6.21K +25 +1%
SQA
636
Simon Quick Advisors
New Jersey
$564K +$561K +2,261 New
WF
637
WealthTrust Fairport
Ohio
$558K +$556K +2,238 New
HPC
638
Hobart Private Capital
North Carolina
$557K +$84.4K +340 +18%
AW
639
ACG Wealth
Georgia
$556K -$39.7K -160 -7%
TCM
640
Traynor Capital Management
Pennsylvania
$556K +$195K +787 +55%
GIA
641
Guyasuta Investment Advisors
Pennsylvania
$549K – – –
TTWM
642
TCV Trust & Wealth Management
Virginia
$545K +$20.6K +83 +4%
FMBTD
643
First Midwest Bank Trust Division
Illinois
$544K +$69.8K +281 +15%
EF
644
Empirical Finance
Pennsylvania
$543K -$155K -623 -22%
PFM
645
Parsec Financial Management
North Carolina
$543K – – –
SPI
646
Santori & Peters Inc
Pennsylvania
$540K -$120K -485 -18%
TCM
647
TD Capital Management
Tennessee
$531K +$21.3K +86 +4%
AIA
648
Arcadia Investment Advisors
Idaho
$521K – – –
NL
649
NWAM LLC
Washington
$521K -$13.4K -54 -3%
PCIA
650
Prime Capital Investment Advisors
Kansas
$517K +$514K +2,072 New
24 25
26
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