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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
326
Gutierrez Wealth Advisory
Arkansas
$234K +$1.01K +5 +0.4%
TA
327
TrueWealth Advisors
Alabama
$232K – – –
AssetMark Inc
328
AssetMark Inc
California
$230K +$5.26K +26 +2%
MEG
329
Millstone Evans Group
Colorado
$229K – – –
HNB
330
Huntington National Bank
Ohio
$229K – – –
VWA
331
VSM Wealth Advisory
Maryland
$229K +$5.06K +25 +2%
NRI
332
NFP Retirement Inc
California
$226K +$1.01K +5 +0.5%
G
333
GenTrust
Florida
$223K – – –
FSBI
334
Fearless Solutions (Best Invest)
Texas
$219K – – –
MA
335
Marquette Associates
Illinois
$217K -$214K -1,059 -50%
GRP
336
Global Retirement Partners
California
$216K -$4.05K -20 -2%
CD
337
Chapin Davis
Maryland
$214K – – –
TIAA Trust, National Association
338
TIAA Trust, National Association
North Carolina
$213K – – –
OFG
339
Opulen Financial Group
Virginia
$210K +$810 +4 +0.4%
XT
340
XTX Topco
Cayman Islands
$210K -$278K -1,373 -57%
PFA
341
Pure Financial Advisors
California
$209K +$207K +1,022 New
SWP
342
Sagespring Wealth Partners
Tennessee
$208K – – –
AIM
343
AMI Investment Management
Indiana
$208K -$76.3K -377 -27%
FFS
344
Founders Financial Securities
Maryland
$207K – – –
BIM
345
Bridges Investment Management
Nebraska
$207K -$162K -800 -44%
QWP
346
Quotient Wealth Partners
Texas
$206K -$5.06K -25 -2%
BWM
347
Briggs Wealth Management
Connecticut
$205K +$203K +1,002 New
CW
348
CreativeOne Wealth
Kansas
$205K +$203K +1,001 New
EPP
349
ETF Portfolio Partners
Kansas
$204K -$78K -385 -28%
PCFFS
350
Pacific Center for Financial Services
California
$202K – – –