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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1026
Fortis Advisors
Pennsylvania
$51K – – –
AWM
1027
Aevitas Wealth Management
Massachusetts
$51K +$6.25K +25 +14%
SHJ
1028
Sharkey, Howes & Javer
Colorado
$50K – – –
FWM
1029
Focused Wealth Management
New York
$48K -$54K -216 -54%
BWM
1030
Baystate Wealth Management
Massachusetts
$45K -$15.7K -63 -27%
AF
1031
Arrow Financial
New York
$45K – – –
NC
1032
NewSquare Capital
Pennsylvania
$45K – – –
QCG
1033
Quadrant Capital Group
Ohio
$45K +$2K +8 +5%
NSB
1034
Norway Savings Bank
Maine
$43K – – –
MSA
1035
Marino Stram & Associates
Massachusetts
$42K +$250 +1 +0.6%
SC
1036
Sawyer & Company
Massachusetts
$40K – – –
SJIM
1037
St. Johns Investment Management
Florida
$40K +$38.7K +155 New
DAM
1038
Delta Asset Management
Tennessee
$39K -$11K -44 -22%
JFGIW
1039
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
BBNA
1040
Bremer Bank National Association
Minnesota
$39K +$36.2K +145 New
CT
1041
Clearstead Trust
Maine
$37K – – –
ADL
1042
Asset Dedication LLC
California
$36K – – –
VCM
1043
Vigilant Capital Management
Maine
$36K +$16.5K +66 +89%
BA
1044
Belvedere Advisors
California
$33K +$32.7K +131 New
WCM
1045
Wealthcare Capital Management
Virginia
$31K +$30K +120 New
EK
1046
Evensky & Katz
Florida
$31K +$30.5K +122 New
LPWM
1047
Lake Point Wealth Management
Texas
$29K -$1.39M -5,551 -98%
CF
1048
Centaurus Financial
California
$28K +$422K +1,688 +30%
EWM
1049
Edge Wealth Management
New York
$27K – – –
AIC
1050
Archer Investment Corporation
Indiana
$26K – – –
40 41
42
43 44