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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$578K +$191K +914 +48%
AIC
227
Archer Investment Corporation
Indiana
$573K
SAI
228
Savvy Advisors Inc
New York
$571K +$320K +1,527 +120%
Vanguard Advisers Inc
229
Vanguard Advisers Inc
Pennsylvania
$564K +$580K +2,770 New
TCWA
230
Turtle Creek Wealth Advisors
Texas
$561K -$208K -996 -27%
BWA
231
BlueChip Wealth Advisors
Georgia
$545K
SPIA
232
Steward Partners Investment Advisory
New York
$545K +$70.1K +335 +14%
WA
233
Waverly Advisors
Alabama
$541K +$48.8K +233 +10%
SS
234
SBI Securities
Japan
$529K +$25.5K +122 +5%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$526K +$10.9K +52 +2%
MIM
236
Marshall Investment Management
Colorado
$520K +$109K +520 +26%
ACA
237
Affinity Capital Advisors
California
$520K -$20.5K -98 -4%
RA
238
Rodgers & Associates
Pennsylvania
$519K
KPWS
239
Kestra Private Wealth Services
Texas
$516K -$29.9K -143 -5%
BIA
240
BHK Investment Advisors
Alabama
$509K
PFG
241
Pinnacle Financial Group
Illinois
$509K
EWA
242
EP Wealth Advisors
California
$508K +$522K +2,495 New
IWC
243
Integrated Wealth Concepts
Massachusetts
$507K +$521K +2,489 New
RFP
244
Root Financial Partners
California
$504K +$37.3K +178 +8%
SDAM
245
Shulman DeMeo Asset Management
New York
$499K +$22K +105 +4%
HWA
246
Heritage Wealth Advisors
Virginia
$495K +$17.2K +82 +3%
RC
247
Roundview Capital
New Jersey
$494K
KWM
248
Kingsview Wealth Management
Oregon
$484K +$132K +631 +36%
CWS
249
Confluence Wealth Services
Pennsylvania
$477K +$419 +2 +0.1%
Simplex Trading
250
Simplex Trading
Illinois
$461K +$473K +2,261 New