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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
226
Roundview Capital
New Jersey
$484K – – –
RFP
227
Root Financial Partners
California
$482K +$194 +1 +0%
WWM
228
Western Wealth Management
Colorado
$482K +$1.17K +6 +0.2%
MIM
229
Marshall Investment Management
Colorado
$482K +$469K +2,415 New
HI
230
Harbour Investments
Wisconsin
$479K -$272K -1,402 -37%
XT
231
XTX Topco
Cayman Islands
$478K +$465K +2,396 New
CWS
232
Confluence Wealth Services
Pennsylvania
$472K +$1.36K +7 +0.3%
HWA
233
Heritage Wealth Advisors
Virginia
$466K +$1.55K +8 +0.3%
SDAM
234
Shulman DeMeo Asset Management
New York
$465K +$2.13K +11 +0.5%
SPIA
235
Steward Partners Investment Advisory
New York
$465K +$16.1K +83 +4%
EPW
236
Endeavor Private Wealth
Kansas
$459K +$446K +2,299 New
NWAG
237
Net Worth Advisory Group
Utah
$454K -$10.3K -53 -2%
RIS
238
Richmond Investment Services
Wisconsin
$436K -$388 -2 -0.1%
EFA
239
Evernest Financial Advisors
Indiana
$435K +$423K +2,180 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$434K +$194 +1 +0%
MA
241
Marquette Associates
Illinois
$422K – – –
RWA
242
Roberts Wealth Advisors
California
$421K +$6.6K +34 +2%
WAM
243
Walker Asset Management
Missouri
$417K – – –
1WM
244
1900 Wealth Management
Texas
$417K -$131K -677 -24%
AWA
245
Arkadios Wealth Advisors
Georgia
$415K -$3.49K -18 -0.9%
PWW
246
Pettyjohn Wood & White
Virginia
$412K -$9.71K -50 -2%
AWA
247
A4 Wealth Advisors
North Carolina
$406K +$395K +2,033 New
CWA
248
CM Wealth Advisors
Ohio
$401K – – –
ACI
249
Alpha Cubed Investments
California
$396K – – –
SCA
250
Snowden Capital Advisors
New York
$395K – – –
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10
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