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Vanguard S&P 500 Value ETF

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