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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
Roundview Capital
New Jersey
$458K -$74K -411 -14%
RFP
227
Root Financial Partners
California
$456K +$21.8K +121 +5%
WWM
228
Western Wealth Management
Colorado
$455K -$2.16K -12 -0.5%
CWS
229
Confluence Wealth Services
Pennsylvania
$446K +$360 +2 +0.1%
NWAG
230
Net Worth Advisory Group
Utah
$440K -$1.8K -10 -0.4%
HWA
231
Heritage Wealth Advisors
Virginia
$440K +$1.44K +8 +0.3%
SDAM
232
Shulman DeMeo Asset Management
New York
$438K -$146K -809 -26%
EWA
233
EP Wealth Advisors
California
$434K +$414K +2,301 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$429K +$120K +667 +42%
SPIA
235
Steward Partners Investment Advisory
New York
$424K +$29.9K +166 +8%
SPC
236
Sigma Planning Corp
Michigan
$416K +$11.9K +66 +3%
RIS
237
Richmond Investment Services
Wisconsin
$413K +$197K +1,096 +100%
IWC
238
Integrated Wealth Concepts
Massachusetts
$411K -$4.5K -25 -1%
BMM
239
Berkshire Money Management
Massachusetts
$408K -$180 -1 -0%
MA
240
Marquette Associates
Illinois
$400K
PWW
241
Pettyjohn Wood & White
Virginia
$399K +$4.5K +25 +1%
AWA
242
Arkadios Wealth Advisors
Georgia
$396K +$42.1K +234 +13%
WAM
243
Walker Asset Management
Missouri
$395K
RWA
244
Roberts Wealth Advisors
California
$392K +$900 +5 +0.2%
CWA
245
CM Wealth Advisors
Ohio
$380K
ASN
246
Advisory Services Network
Georgia
$375K -$10.3K -57 -3%
ACI
247
Alpha Cubed Investments
California
$374K
SCA
248
Snowden Capital Advisors
New York
$374K -$30.4K -169 -8%
PPW
249
Pasadena Private Wealth
California
$363K
OPW
250
Oxler Private Wealth
New York
$361K +$1.62K +9 +0.5%