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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
401
Pinney & Scofield
Massachusetts
$54.8K – – –
CAL
402
Capital Analysts LLC
Pennsylvania
$52K +$216 +1 +0.4%
S
403
SignatureFD
Georgia
$51.9K +$1.29K +6 +3%
APFP
404
Action Point Financial Planning
Michigan
$51.8K +$50.9K +236 New
VCM
405
Versant Capital Management
Arizona
$51.1K – – –
TFA
406
Transamerica Financial Advisors
Florida
$44.4K +$43.6K +202 New
HWA
407
HHM Wealth Advisors
Tennessee
$43.8K – – –
PA
408
Parallel Advisors
California
$39.5K – – –
BFP
409
Birchwood Financial Partners
Minnesota
$36.8K +$216 +1 +0.6%
GFA
410
Godfrey Financial Associates
New York
$36.6K – – –
1IA
411
1620 Investment Advisors
Massachusetts
$28.5K – – –
TCOV
412
Trust Company of Vermont
Vermont
$28.5K +$28.1K +130 New
CIA
413
Cape Investment Advisory
Georgia
$23.9K +$23.5K +109 New
WSFS
414
Wilmington Savings Fund Society
Delaware
$21.9K – – –
TWIM
415
TIAA Wealth Investment Management
New York
$21.9K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$21.5K – – –
JFG
417
JDM Financial Group
Texas
$17.8K – – –
BL
418
BFSG LLC
California
$17.2K – – –
FMP
419
Financial Management Professionals
Texas
$16.2K +$16K +74 New
CWP
420
Concord Wealth Partners
Virginia
$15.1K +$14.9K +69 New
WIM
421
Westside Investment Management
California
$14.8K – – –
GI
422
GAMMA Investing
California
$14.5K – – –
AIM
423
Anchor Investment Management
South Carolina
$13.6K – – –
CFM
424
Compass Financial Management
Florida
$13.4K +$13.2K +61 New
CJ
425
Caitlin John
Michigan
$11.8K – – –