Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL CORP /MA/ /ADV | 04-15-2024 | 03-31-2024 | 154 | 406,796,792 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN TSR | 151 | $1,073,218 | 36,982 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 152 | $1,063,942 | 39,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABBVIE INC | COM | 153 | $1,033,999 | 6,672 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 154 | $1,028,263 | 10,082 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
