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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
326
Millstone Evans Group
Colorado
$211K
VWA
327
VSM Wealth Advisory
Maryland
$206K -$85.9K -477 -30%
G
328
GenTrust
Florida
$206K
BFG
329
Berger Financial Group
Minnesota
$204K +$195K +1,080 New
IWP
330
Innova Wealth Partners
Pennsylvania
$203K +$194K +1,078 New
FNC
331
First National Corp
Massachusetts
$203K +$193K +1,074 New
FSBI
332
Fearless Solutions (Best Invest)
Texas
$202K +$193K +1,070 New
HNB
333
Huntington National Bank
Ohio
$201K
PCFFS
334
Pacific Center for Financial Services
California
$191K
CLOS
335
Compagnie Lombard Odier SCmA
Switzerland
$179K
AWM
336
Atticus Wealth Management
Florida
$168K +$160K +888 New
LB
337
Legacy Bridge
Iowa
$143K +$540 +3 +0.4%
BONH
338
Bank of New Hampshire
New Hampshire
$142K
BBHC
339
Brown Brothers Harriman & Co
New York
$139K -$98.9K -549 -43%
PTC
340
Private Trust Company
Ohio
$139K
CSB
341
City State Bank
Iowa
$132K
NFSG
342
Newbridge Financial Services Group
Florida
$131K -$43K -239 -26%
TIM
343
Tortoise Investment Management
New York
$121K
HWM
344
Horizons Wealth Management
North Carolina
$116K +$540 +3 +0.5%
BLC
345
Brown, Lisle/Cummings
Rhode Island
$113K
MDA
346
Minot DeBlois Advisors
Massachusetts
$105K
ADL
347
Asset Dedication LLC
California
$104K
Franklin Resources
348
Franklin Resources
California
$102K
GRP
349
Global Retirement Partners
California
$101K +$96K +533 New
NS
350
NBC Securities
Alabama
$94K