Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NACHMAN NORWOOD & PARROTT INC 08-13-2021 06-30-2021 372 983,935,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $88,788,000 224,863 9.02 9.04 -550 -0.24 06-30-2021
VANGUARD INDEX FDS MID CAP ETF 2 $70,674,000 297,760 7.18 7.14 4,699 1.60 06-30-2021
VANGUARD INDEX FDS SMALL CP ETF 3 $39,489,000 175,290 4.01 4.04 3,833 2.24 06-30-2021
COCA COLA CO COM 4 $34,762,000 637,479 3.53 3.73 -560 -0.09 06-30-2021
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