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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1026
Arrow Financial
New York
$40K – – –
NC
1027
NewSquare Capital
Pennsylvania
$40K – – –
NSB
1028
Norway Savings Bank
Maine
$38K – – –
QCG
1029
Quadrant Capital Group
Ohio
$37K – – –
MSA
1030
Marino Stram & Associates
Massachusetts
$37K +$495 +2 +1%
HIIFS
1031
Harel Insurance Investments & Financial Services
Israel
$37K +$21.1K +85 +109%
SC
1032
Sawyer & Company
Massachusetts
$36K +$38.4K +155 New
JFGIW
1033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
BTNA
1034
Bremer Trust National Association
Minnesota
$33K -$233K -942 -87%
ADL
1035
Asset Dedication LLC
California
$32K -$1.24K -5 -3%
CT
1036
Clearstead Trust
Maine
$32K +$2.23K +9 +7%
FPFS
1037
First Personal Financial Services
North Carolina
$30K – – –
PFC
1038
Phocas Financial Corp
California
$27K – – –
PG
1039
Patten Group
Tennessee
$26K +$3.72K +15 +15%
SWP
1040
Strategic Wealth Partners
Ohio
$25K – – –
EWM
1041
Edge Wealth Management
New York
$24K – – –
RCG
1042
Ruggie Capital Group
Florida
$24K +$25.8K +104 New
IF
1043
Ironwood Financial
Arizona
$23K – – –
AIC
1044
Archer Investment Corporation
Indiana
$23K +$24.5K +99 New
AAP
1045
Arax Advisory Partners
Colorado
$22K +$248 +1 +1%
BWP
1046
Baldwin Wealth Partners
Massachusetts
$21K – – –
LWCFA
1047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K -$2.48K -10 -10%
BCI
1048
Brinker Capital Investments
Pennsylvania
$20K +$21.3K +86 New
EWA
1049
ERTS Wealth Advisors
Michigan
$20K +$21.6K +87 New
PO
1050
Private Ocean
California
$19K – – –
40 41
42
43 44