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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
1026
Bremer Trust National Association
Minnesota
$33K -$233K -942 -87%
ADL
1027
Asset Dedication LLC
California
$32K -$1.24K -5 -3%
CT
1028
Clearstead Trust
Maine
$32K +$2.23K +9 +7%
FPFS
1029
First Personal Financial Services
North Carolina
$30K – – –
NA
1030
NewEdge Advisors
Louisiana
$27K +$7.91M +31,917 +37%
PFC
1031
Phocas Financial Corp
California
$27K – – –
PG
1032
Patten Group
Tennessee
$26K +$3.72K +15 +15%
SWP
1033
Strategic Wealth Partners
Ohio
$25K – – –
EWM
1034
Edge Wealth Management
New York
$24K – – –
RCG
1035
Ruggie Capital Group
Florida
$24K +$25.8K +104 New
IF
1036
Ironwood Financial
Arizona
$23K – – –
AIC
1037
Archer Investment Corporation
Indiana
$23K +$24.5K +99 New
AAP
1038
Arax Advisory Partners
Colorado
$22K +$248 +1 +1%
BWP
1039
Baldwin Wealth Partners
Massachusetts
$21K – – –
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K -$2.48K -10 -10%
BCI
1041
Brinker Capital Investments
Pennsylvania
$20K +$21.3K +86 New
EWA
1042
ERTS Wealth Advisors
Michigan
$20K +$21.6K +87 New
PO
1043
Private Ocean
California
$19K – – –
JFA
1044
JNBA Financial Advisors
Minnesota
$18K +$13.1K +53 +221%
SFC
1045
SYM Financial Corp
Indiana
$18K +$19.6K +79 New
CIR
1046
Clear Investment Research
Georgia
$17K – – –
PA
1047
Perennial Advisors
New York
$17K – – –
VCM
1048
Vigilant Capital Management
Maine
$17K – – –
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$991 +4 +6%
GCM
1050
Garland Capital Management
Washington
$17K +$17.8K +72 New
40 41
42
43 44