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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
301
Atomi Financial Group
New York
$276K – – –
CAM
302
Cresset Asset Management
Illinois
$274K +$1.42K +7 +0.5%
SAG
303
SageView Advisory Group
California
$273K -$102K -506 -28%
OAS
304
Optivise Advisory Services
Tennessee
$268K +$11.3K +56 +4%
LA
305
Lynch & Associates
Indiana
$266K – – –
SGWM
306
Sterling Group Wealth Management
California
$266K – – –
BCA
307
Bay Colony Advisors
Massachusetts
$263K -$9.31K -46 -3%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$262K -$202 -1 -0.1%
SAI
309
Savvy Advisors Inc
New York
$261K +$1.22K +6 +0.5%
GWMI
310
Guardian Wealth Management (Illinois)
Illinois
$260K +$3.04K +15 +1%
HTHT
311
Hemenway Trust Hemenway Trust
New Hampshire
$259K +$256K +1,266 New
TFG
312
Tull Financial Group
Virginia
$257K +$9.92K +49 +4%
LPAM
313
Lodestar Private Asset Management
California
$256K – – –
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$255K +$253K +1,247 New
WG
315
Warner Group
Connecticut
$253K +$250K +1,237 New
BFPW
316
BOK Financial Private Wealth
Colorado
$251K – – –
KBFS
317
Kohmann Bosshard Financial Services
Ohio
$250K – – –
GG
318
Greenwood Gearhart
Arkansas
$247K -$3.65K -18 -1%
EFG
319
Everhart Financial Group
Ohio
$246K – – –
LFGO
320
Legacy Financial Group (Oklahoma)
Oklahoma
$246K – – –
ONSWM
321
Old North State Wealth Management
North Carolina
$238K +$1.22K +6 +0.5%
NFG
322
Nadler Financial Group
Illinois
$238K +$236K +1,164 New
Citigroup
323
Citigroup
New York
$235K -$19.2K -95 -8%
RIA
324
Realta Investment Advisors
Delaware
$235K – – –
VCP
325
Verus Capital Partners
Arizona
$235K +$607 +3 +0.3%