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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
226
Western Wealth Management
Colorado
$446K -$29.6K -158 -6%
KPWS
227
Kestra Private Wealth Services
Texas
$437K +$27.9K +149 +7%
NAS
228
Nicolet Advisory Services
Wisconsin
$432K – – –
NWAG
229
Net Worth Advisory Group
Utah
$431K +$8.79K +47 +2%
CCB
230
Cutter & Co Brokerage
Missouri
$429K +$561 +3 +0.1%
HWA
231
Heritage Wealth Advisors
Virginia
$428K -$200K -1,070 -32%
RFP
232
Root Financial Partners
California
$423K – – –
CWS
233
Confluence Wealth Services
Pennsylvania
$409K -$23.6K -126 -5%
RA
234
RFG Advisory
Alabama
$408K -$6.55K -35 -2%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$202K +1,082 +96%
IWC
236
Integrated Wealth Concepts
Massachusetts
$405K -$164K -875 -28%
BMM
237
Berkshire Money Management
Massachusetts
$398K -$128K -685 -24%
SCA
238
Snowden Capital Advisors
New York
$396K +$2.25K +12 +0.6%
SPC
239
Sigma Planning Corp
Michigan
$394K +$81.6K +436 +26%
AWM
240
Axxcess Wealth Management
California
$392K +$12K +64 +3%
MA
241
Marquette Associates
Illinois
$390K +$396K +2,118 New
WAM
242
Walker Asset Management
Missouri
$386K – – –
PWW
243
Pettyjohn Wood & White
Virginia
$385K +$1.87K +10 +0.5%
SPIA
244
Steward Partners Investment Advisory
New York
$384K +$22.6K +121 +6%
RWA
245
Roberts Wealth Advisors
California
$381K +$55.8K +298 +17%
ASN
246
Advisory Services Network
Georgia
$373K – – –
OWM
247
OneAscent Wealth Management
Alabama
$373K -$74.1K -396 -16%
CWA
248
CM Wealth Advisors
Ohio
$371K – – –
SB
249
Strategic Blueprint
Georgia
$370K +$155K +828 +70%
ACI
250
Alpha Cubed Investments
California
$365K – – –
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10
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