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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
301
SageView Advisory Group
California
$273K -$102K -506 -28%
OAS
302
Optivise Advisory Services
Tennessee
$268K +$11.3K +56 +4%
LA
303
Lynch & Associates
Indiana
$266K
SGWM
304
Sterling Group Wealth Management
California
$266K
BCA
305
Bay Colony Advisors
Massachusetts
$263K -$9.31K -46 -3%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$262K -$202 -1 -0.1%
SAI
307
Savvy Advisors Inc
New York
$261K +$1.22K +6 +0.5%
GWMI
308
Guardian Wealth Management (Illinois)
Illinois
$260K +$3.04K +15 +1%
HTHT
309
Hemenway Trust Hemenway Trust
New Hampshire
$259K +$256K +1,266 New
TFG
310
Tull Financial Group
Virginia
$257K +$9.92K +49 +4%
LPAM
311
Lodestar Private Asset Management
California
$256K
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$255K +$253K +1,247 New
WG
313
Warner Group
Connecticut
$253K +$250K +1,237 New
BFPW
314
BOK Financial Private Wealth
Colorado
$251K
KBFS
315
Kohmann Bosshard Financial Services
Ohio
$250K
GG
316
Greenwood Gearhart
Arkansas
$247K -$3.65K -18 -1%
EFG
317
Everhart Financial Group
Ohio
$246K
LFGO
318
Legacy Financial Group (Oklahoma)
Oklahoma
$246K
ONSWM
319
Old North State Wealth Management
North Carolina
$238K +$1.22K +6 +0.5%
NFG
320
Nadler Financial Group
Illinois
$238K +$236K +1,164 New
Citigroup
321
Citigroup
New York
$235K -$19.2K -95 -8%
RIA
322
Realta Investment Advisors
Delaware
$235K
VCP
323
Verus Capital Partners
Arizona
$235K +$607 +3 +0.3%
GWA
324
Gutierrez Wealth Advisory
Arkansas
$234K +$1.01K +5 +0.4%
TA
325
TrueWealth Advisors
Alabama
$232K