We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Thryve Wealth Management
Texas
$659K -$388K -1,798 -37%
SWA
227
Sightline Wealth Advisors
Connecticut
$658K – – –
CBU
228
CIBC Bancorp USA
Illinois
$647K +$637K +2,950 New
ASN
229
Advisory Services Network
Georgia
$646K -$80K -371 -11%
KFG
230
Kropog Financial Group
Louisiana
$641K +$1.29K +6 +0.2%
SPIA
231
Steward Partners Investment Advisory
New York
$621K +$35K +162 +6%
RA
232
Rodgers & Associates
Pennsylvania
$620K +$60.8K +282 +11%
SEIA
233
Signature Estate & Investment Advisors
California
$615K -$24.6K -114 -4%
TCWA
234
Turtle Creek Wealth Advisors
Texas
$604K – – –
AAP
235
Arax Advisory Partners
Colorado
$597K +$479K +2,219 +440%
BWA
236
BlueChip Wealth Advisors
Georgia
$586K – – –
WA
237
Waverly Advisors
Alabama
$582K – – –
Lido Advisors
238
Lido Advisors
California
$579K -$41.2K -191 -7%
WG
239
Warner Group
Connecticut
$575K +$210K +972 +59%
AWM
240
AE Wealth Management
Kansas
$572K -$147K -680 -21%
ACA
241
Affinity Capital Advisors
California
$569K – – –
CFD
242
Creative Financial Designs
Indiana
$569K -$86.1K -399 -13%
SDAM
243
Shulman DeMeo Asset Management
New York
$564K +$27.2K +126 +5%
SS
244
SBI Securities
Japan
$563K -$5.61K -26 -1%
BIA
245
BHK Investment Advisors
Alabama
$548K – – –
PFG
246
Pinnacle Financial Group
Illinois
$548K – – –
RFP
247
Root Financial Partners
California
$541K -$647 -3 -0.1%
RC
248
Roundview Capital
New Jersey
$532K – – –
CWS
249
Confluence Wealth Services
Pennsylvania
$514K +$647 +3 +0.1%
EWA
250
EP Wealth Advisors
California
$514K -$32.8K -152 -6%