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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
301
Obsidian Personal Planning Solutions
Maryland
$238K – – –
BBHC
302
Brown Brothers Harriman & Co
New York
$237K – – –
KA
303
Kovack Advisors
Florida
$233K +$17K +91 +8%
CWM
304
Cahaba Wealth Management
Georgia
$232K +$17.6K +94 +8%
LPAM
305
Lodestar Private Asset Management
California
$230K – – –
GWMI
306
Guardian Wealth Management (Illinois)
Illinois
$229K -$8.42K -45 -3%
OAS
307
Optivise Advisory Services
Tennessee
$228K +$936 +5 +0.4%
BFPW
308
BOK Financial Private Wealth
Colorado
$226K -$12.3K -66 -5%
KBFS
309
Kohmann Bosshard Financial Services
Ohio
$225K – – –
FFG
310
Fiduciary Financial Group
California
$219K – – –
HCM
311
Howland Capital Management
Massachusetts
$216K – – –
TAM
312
Titleist Asset Management
Texas
$212K +$2.81K +15 +1%
SC
313
Sierra Capital
Florida
$212K +$936 +5 +0.4%
ONSWM
314
Old North State Wealth Management
North Carolina
$211K +$1.12K +6 +0.5%
RIA
315
Realta Investment Advisors
Delaware
$211K +$374 +2 +0.2%
PA
316
PFG Advisors
Arizona
$209K +$374 +2 +0.2%
TA
317
TrueWealth Advisors
Alabama
$209K – – –
TRCT
318
Tower Research Capital (TRC)
New York
$207K +$211K +1,126 New
MEG
319
Millstone Evans Group
Colorado
$206K – – –
RIS
320
Richmond Investment Services
Wisconsin
$201K +$204K +1,092 New
IA
321
Integrity Alliance
Iowa
$201K +$204K +1,091 New
G
322
GenTrust
Florida
$201K – – –
PCFFS
323
Pacific Center for Financial Services
California
$186K – – –
CLOS
324
Compagnie Lombard Odier SCmA
Switzerland
$175K +$178K +950 New
NFSG
325
Newbridge Financial Services Group
Florida
$171K -$59.1K -316 -25%
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13
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