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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
326
Legacy Bridge
Iowa
$139K
BONH
327
Bank of New Hampshire
New Hampshire
$138K -$2.49K -13 -2%
PS
328
Pinney & Scofield
Massachusetts
$130K +$135K +704 New
PTC
329
Private Trust Company
Ohio
$126K
ADL
330
Asset Dedication LLC
California
$125K
TIM
331
Tortoise Investment Management
New York
$118K -$24.9K -130 -17%
BLC
332
Brown, Lisle/Cummings
Rhode Island
$113K
MDA
333
Minot DeBlois Advisors
Massachusetts
$102K +$106K +555 New
GRP
334
Global Retirement Partners
California
$102K -$73.3K -382 -41%
Franklin Resources
335
Franklin Resources
California
$100K
CAL
336
Capital Advisors Ltd
Ohio
$79K
CFP
337
Comprehensive Financial Planning
Pennsylvania
$74.5K +$77.5K +404 New
RIL
338
Rothschild Investment LLC
Illinois
$73.8K
CSB
339
City State Bank
Iowa
$73.8K +$57.5K +300 +300%
CFGS
340
Concourse Financial Group Securities
Alabama
$73.6K -$767 -4 -1%
PA
341
Parallel Advisors
California
$71.8K +$384 +2 +0.5%
YDMI
342
Y.D. More Investments
Israel
$71.6K
SL
343
Salomon & Ludwin
Virginia
$70.1K
MA
344
MCF Advisors
Kentucky
$68.8K
POIA
345
Pin Oak Investment Advisors
Texas
$67K
AG
346
AmeriFlex Group
Nevada
$64.7K +$65.4K +341 New
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$62.9K
GWM
348
Geneos Wealth Management
Colorado
$62.3K
NB
349
NBT Bank
New York
$55.4K
VWM
350
Vermillion Wealth Management
Minnesota
$55.3K +$57.5K +300 New