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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
676
Community Bank
New York
$507K – – –
TIM
677
Tortoise Investment Management
New York
$502K +$29.8K +114 +6%
RWA
678
River Wealth Advisors
Pennsylvania
$493K -$13.6K -52 -3%
CCM
679
Chilton Capital Management
Texas
$492K +$482K +1,842 New
BAS
680
Brown Advisory Securities
Maryland
$491K +$71.2K +272 +17%
OWM
681
Orgel Wealth Management
Wisconsin
$490K -$36.4K -139 -7%
FMBTD
682
First Midwest Bank Trust Division
Illinois
$489K -$90.8K -347 -16%
BFC
683
Bedel Financial Consulting
Indiana
$488K – – –
ACM
684
Azimuth Capital Management
Michigan
$487K -$1.31K -5 -0.3%
DWA
685
Douglass Winthrop Advisors
New York
$484K +$2.09K +8 +0.4%
BCP
686
Berkeley Capital Partners
Georgia
$482K -$34.8K -133 -7%
LWA
687
Lenox Wealth Advisors
New York
$482K -$14.4K -55 -3%
GG
688
GenWealth Group
New Jersey
$481K – – –
CA
689
Cornerstone Advisory
Maryland
$476K -$24.3K -93 -5%
ACI
690
Alpha Cubed Investments
California
$476K +$491K +1,875 New
RCAG
691
Rehmann Capital Advisory Group
Michigan
$476K +$37.4K +143 +9%
WP
692
WealthShield Partners
North Carolina
$473K – – –
HF
693
HRT Financial
New York
$472K -$38.2K -146 -8%
MWA
694
MFA Wealth Advisors
Pennsylvania
$472K – – –
TWM
695
Titus Wealth Management
California
$470K -$57K -218 -11%
SC
696
Savant Capital
Illinois
$468K +$53.6K +205 +13%
BBA
697
BLB&B Advisors
Pennsylvania
$467K -$4.71K -18 -1%
WHG
698
Westwood Holdings Group
Texas
$467K – – –
DY
699
Dowling & Yahnke
California
$463K +$119K +456 +36%
VCM
700
Violich Capital Management
California
$450K +$192K +735 +77%
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