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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bristlecone Advisors
Washington
$458K – – –
RC
227
Roundview Capital
New Jersey
$458K -$74K -411 -14%
RFP
228
Root Financial Partners
California
$456K +$21.8K +121 +5%
WWM
229
Western Wealth Management
Colorado
$455K -$2.16K -12 -0.5%
CWS
230
Confluence Wealth Services
Pennsylvania
$446K +$360 +2 +0.1%
NWAG
231
Net Worth Advisory Group
Utah
$440K -$1.8K -10 -0.4%
HWA
232
Heritage Wealth Advisors
Virginia
$440K +$1.44K +8 +0.3%
SDAM
233
Shulman DeMeo Asset Management
New York
$438K -$146K -809 -26%
EWA
234
EP Wealth Advisors
California
$434K +$414K +2,301 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$429K +$120K +667 +42%
SPIA
236
Steward Partners Investment Advisory
New York
$424K +$29.9K +166 +8%
SPC
237
Sigma Planning Corp
Michigan
$416K +$11.9K +66 +3%
RIS
238
Richmond Investment Services
Wisconsin
$413K +$197K +1,096 +100%
IWC
239
Integrated Wealth Concepts
Massachusetts
$411K -$4.5K -25 -1%
BMM
240
Berkshire Money Management
Massachusetts
$408K -$180 -1 -0%
MA
241
Marquette Associates
Illinois
$400K – – –
PWW
242
Pettyjohn Wood & White
Virginia
$399K +$4.5K +25 +1%
AWA
243
Arkadios Wealth Advisors
Georgia
$396K +$42.1K +234 +13%
WAM
244
Walker Asset Management
Missouri
$395K – – –
RWA
245
Roberts Wealth Advisors
California
$392K +$900 +5 +0.2%
CWA
246
CM Wealth Advisors
Ohio
$380K – – –
ASN
247
Advisory Services Network
Georgia
$375K -$10.3K -57 -3%
ACI
248
Alpha Cubed Investments
California
$374K – – –
SCA
249
Snowden Capital Advisors
New York
$374K -$30.4K -169 -8%
PPW
250
Pasadena Private Wealth
California
$363K – – –