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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$143K +$5.56K +29 +4%
LB
327
Legacy Bridge
Iowa
$139K – – –
BONH
328
Bank of New Hampshire
New Hampshire
$138K -$2.49K -13 -2%
PS
329
Pinney & Scofield
Massachusetts
$130K +$135K +704 New
PTC
330
Private Trust Company
Ohio
$126K – – –
ADL
331
Asset Dedication LLC
California
$125K – – –
TIM
332
Tortoise Investment Management
New York
$118K -$24.9K -130 -17%
BLC
333
Brown, Lisle/Cummings
Rhode Island
$113K – – –
MDA
334
Minot DeBlois Advisors
Massachusetts
$102K +$106K +555 New
GRP
335
Global Retirement Partners
California
$102K -$73.3K -382 -41%
Franklin Resources
336
Franklin Resources
California
$100K – – –
CAL
337
Capital Advisors Ltd
Ohio
$79K – – –
CFP
338
Comprehensive Financial Planning
Pennsylvania
$74.5K +$77.5K +404 New
RIL
339
Rothschild Investment LLC
Illinois
$73.8K – – –
CSB
340
City State Bank
Iowa
$73.8K +$57.5K +300 +300%
CFGS
341
Concourse Financial Group Securities
Alabama
$73.6K -$767 -4 -1%
PA
342
Parallel Advisors
California
$71.8K +$384 +2 +0.5%
YDMI
343
Y.D. More Investments
Israel
$71.6K – – –
SL
344
Salomon & Ludwin
Virginia
$70.1K – – –
MA
345
MCF Advisors
Kentucky
$68.8K – – –
POIA
346
Pin Oak Investment Advisors
Texas
$67K – – –
AG
347
AmeriFlex Group
Nevada
$64.7K +$65.4K +341 New
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$62.9K – – –
GWM
349
Geneos Wealth Management
Colorado
$62.3K – – –
NB
350
NBT Bank
New York
$55.4K – – –