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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
276
Cassaday & Co Wealth Management
Virginia
$293K – – –
VWA
277
VSM Wealth Advisory
Maryland
$289K +$301K +1,568 New
GIA
278
Gladstone Institutional Advisory
Florida
$287K -$41.4K -216 -12%
EGA
279
Eagle Global Advisors
Texas
$277K – – –
WMA
280
Wealth Management Associates
New Jersey
$274K -$2.3K -12 -0.8%
Bank of New York Mellon
281
Bank of New York Mellon
New York
$272K -$104K -540 -27%
WSFS
282
Wilmington Savings Fund Society
Delaware
$271K +$22.1K +115 +8%
IFG
283
Independent Financial Group
California
$269K -$1.53K -8 -0.5%
EPP
284
ETF Portfolio Partners
Kansas
$268K -$7.1K -37 -2%
LA
285
Lynch & Associates
Indiana
$263K – – –
AFG
286
Atomi Financial Group
New York
$263K +$273K +1,424 New
BCM
287
Becker Capital Management
Oregon
$261K – – –
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$260K +$116K +604 +75%
EAMA
289
EFG Asset Management (Americas)
Florida
$259K – – –
OPPS
290
Obsidian Personal Planning Solutions
Maryland
$255K +$32K +167 +14%
TCPG
291
Trivant Custom Portfolio Group
California
$249K – – –
BWM
292
Birchcreek Wealth Management
Ohio
$249K +$959 +5 +0.4%
VCP
293
Verus Capital Partners
Arizona
$245K -$37.6K -196 -13%
SGWM
294
Sterling Group Wealth Management
California
$240K – – –
BFPW
295
BOK Financial Private Wealth
Colorado
$239K +$202K +1,055 +443%
LC
296
Lindbrook Capital
California
$238K – – –
BAM
297
Belpointe Asset Management
Nevada
$238K -$959 -5 -0.4%
FCA
298
Fortis Capital Advisors
Kansas
$238K -$959 -5 -0.4%
GWMI
299
Guardian Wealth Management (Illinois)
Illinois
$237K +$1.73K +9 +0.7%
BBHC
300
Brown Brothers Harriman & Co
New York
$237K – – –