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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
526
Welch & Forbes
Massachusetts
$287K -$20.1K -100 -7%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$285K +$35.5K +177 +15%
SCA
528
Snowden Capital Advisors
New York
$282K – – –
SC
529
Savant Capital
Illinois
$281K +$275K +1,369 New
SFFS
530
Stonehage Fleming Financial Services
Jersey
$276K – – –
MWM
531
Mascoma Wealth Management
New Hampshire
$273K +$267K +1,331 New
LNC
532
Lincoln National Corp
Pennsylvania
$272K -$25.3K -126 -9%
CCP
533
Corient Capital Partners
California
$271K -$201K -1,000 -43%
DWM
534
Darwin Wealth Management
Florida
$271K +$265K +1,319 New
FC
535
FCA Corp
Texas
$269K +$20.1K +100 +8%
TCOV
536
Trust Company of Vermont
Vermont
$269K +$263K +1,310 New
CAM
537
Cidel Asset Management
Ontario, Canada
$268K – – –
NGA
538
Naples Global Advisors
Florida
$265K +$5.02K +25 +2%
CCB
539
Cutter & Co Brokerage
Missouri
$261K +$40.1K +200 +19%
KIM
540
Karpus Investment Management
New York
$258K +$5.01M +24,977 +4%
JSAM
541
J. Safra Asset Management
New York
$257K +$100K +500 +66%
CL
542
CPWM LLC
Washington
$257K +$251K +1,250 New
MAS
543
Madden Advisory Services
Florida
$255K -$600K -2,989 -71%
CC
544
Capital Counsel
New York
$246K – – –
LWA
545
Lenox Wealth Advisors
New York
$246K – – –
FSA
546
Financial Sense Advisors
California
$246K +$240K +1,197 New
FMWA
547
Forvis Mazars Wealth Advisors
Missouri
$245K +$239K +1,192 New
WSCM
548
Wellington Shields Capital Management
New York
$242K – – –
BHIA
549
Birch Hill Investment Advisors
Massachusetts
$241K -$62.6K -312 -21%
BCM
550
Brookstone Capital Management
Illinois
$241K +$8.63K +43 +4%
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