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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPL
226
Fortress Private Ledger
North Carolina
$523K +$517K +2,551 New
RA
227
Rodgers & Associates
Pennsylvania
$522K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$518K +$17.6K +87 +4%
BIA
229
BHK Investment Advisors
Alabama
$512K – – –
PFG
230
Pinnacle Financial Group
Illinois
$512K – – –
SS
231
SBI Securities
Japan
$507K -$42.1K -208 -8%
SG
232
StoneX Group
New York
$501K -$3.05M -15,071 -86%
AWM
233
Axxcess Wealth Management
California
$498K -$39.5K -195 -7%
RC
234
Roundview Capital
New Jersey
$497K – – –
WA
235
Waverly Advisors
Alabama
$496K +$144K +712 +42%
HWA
236
Heritage Wealth Advisors
Virginia
$480K +$1.62K +8 +0.3%
SDAM
237
Shulman DeMeo Asset Management
New York
$480K +$2.23K +11 +0.5%
CWS
238
Confluence Wealth Services
Pennsylvania
$479K -$6.08K -30 -1%
SPIA
239
Steward Partners Investment Advisory
New York
$479K +$1.22K +6 +0.3%
WWM
240
Western Wealth Management
Colorado
$474K -$20.9K -103 -4%
EPW
241
Endeavor Private Wealth
Kansas
$471K – – –
RFP
242
Root Financial Partners
California
$470K -$24.7K -122 -5%
EFA
243
Evernest Financial Advisors
Indiana
$459K -$7.49K -37 -2%
RWA
244
Roberts Wealth Advisors
California
$454K +$21.3K +105 +5%
BMM
245
Berkshire Money Management
Massachusetts
$439K +$434K +2,142 New
1WM
246
1900 Wealth Management
Texas
$430K +$1.62K +8 +0.4%
WAM
247
Walker Asset Management
Missouri
$429K – – –
AQR Capital Management
248
AQR Capital Management
Connecticut
$420K +$416K +2,052 New
PWW
249
Pettyjohn Wood & White
Virginia
$420K -$3.04K -15 -0.7%
MIM
250
Marshall Investment Management
Colorado
$416K -$77.4K -382 -16%