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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Berger Financial Group
Minnesota
$307K +$1.51K +7 +0.5%
SIS
302
Sound Income Strategies
Florida
$306K -$68.2K -316 -18%
GWA
303
Gutierrez Wealth Advisory
Arkansas
$301K +$49K +227 +20%
BCM
304
Becker Capital Management
Oregon
$299K -$10.8K -50 -4%
TFG
305
Tull Financial Group
Virginia
$297K +$4.53K +21 +2%
BWM
306
Birchcreek Wealth Management
Ohio
$296K – – –
CAM
307
Cresset Asset Management
Illinois
$296K +$1.08K +5 +0.4%
GIA
308
Gladstone Institutional Advisory
Florida
$296K – – –
EGA
309
Eagle Global Advisors
Texas
$296K – – –
SCM
310
Schnieders Capital Management
California
$296K +$291K +1,349 New
WMA
311
Wealth Management Associates
New Jersey
$295K – – –
AFA
312
AA Financial Advisors
Ohio
$293K -$39.7K -184 -12%
GWMI
313
Guardian Wealth Management (Illinois)
Illinois
$287K +$9.71K +45 +4%
HIA
314
Harbor Investment Advisory
Maryland
$287K +$282K +1,307 New
OAS
315
Optivise Advisory Services
Tennessee
$286K – – –
PWP
316
Principle Wealth Partners
Connecticut
$286K -$47.3K -219 -14%
Citigroup
317
Citigroup
New York
$285K -$14K -65 -5%
LA
318
Lynch & Associates
Indiana
$285K – – –
SGWM
319
Sterling Group Wealth Management
California
$285K – – –
BAM
320
Belpointe Asset Management
Nevada
$284K -$716K -3,317 -72%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$280K -$21.1K -98 -7%
HTHT
322
Hemenway Trust Hemenway Trust
New Hampshire
$278K – – –
XT
323
XTX Topco
Cayman Islands
$277K +$273K +1,265 New
AMAL
324
Asset Management Advisors LLC
Oklahoma
$275K -$5.39K -25 -2%
BCA
325
Bay Colony Advisors
Massachusetts
$274K +$11.4K +53 +4%