Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NACHMAN NORWOOD & PARROTT INC 04-15-2020 03-31-2020 273 495,139,000
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 $62,686,000 264,703 12.66 12.42 8,305 3.24 03-31-2020
ISHARES TR MIN VOL EAFE ETF 2 $39,885,000 642,792 8.06 7.08 62,699 10.81 03-31-2020
VANGUARD INDEX FDS MID CAP ETF 3 $34,713,000 263,676 7.01 7.78 -3,142 -1.18 03-31-2020
COCA COLA CO COM 4 $28,646,000 641,429 5.79 5.80 959 0.15 03-31-2020
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