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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
601
Norway Savings Bank
Maine
$34K +$33.1K +165 New
FWM
602
Focused Wealth Management
New York
$33K -$21.5K -107 -40%
GBBWRPM
603
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$201 +1 +0.6%
BCFS
604
Butensky & Cohen Financial Security
Florida
$33K +$22.1K +110 +208%
IWM
605
IHT Wealth Management
Illinois
$31K +$30.1K +150 New
FPFS
606
First Personal Financial Services
North Carolina
$27K – – –
TWA
607
TCI Wealth Advisors
Arizona
$25K – – –
CB
608
Community Bank
New York
$21K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$21K – – –
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
PG
611
Patten Group
Tennessee
$21K – – –
SSB
612
Sandy Spring Bank
Maryland
$21K +$20.1K +100 New
TC
613
Trust Company
Kansas
$21K +$20.1K +100 New
RFM
614
Royal Fund Management
Florida
$20K +$20.1K +100 New
PWM
615
Perigon Wealth Management
California
$14K -$42.1K -210 -76%
GI
616
Gradient Investments
Minnesota
$14K -$8.23K -41 -38%
LYV
617
Live Your Vision
Pennsylvania
$13K +$12.8K +64 New
CHC
618
City Holding Co
West Virginia
$11K +$10.6K +53 New
JCM
619
Jacobi Capital Management
Pennsylvania
$10K – – –
WTB
620
Washington Trust Bank
Washington
$10K – – –
CDIA
621
Capital Directions Investment Advisors
Georgia
$10K +$10K +50 New
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.42K +32 New
PCFFS
623
Pacific Center for Financial Services
California
$6K +$5.82K +29 New
LWM
624
LBA Wealth Management
Florida
$5K – – –
WCM
625
Wealthcare Capital Management
Virginia
$4K -$28.5K -142 -89%
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