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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
401
Wilmington Savings Fund Society
Delaware
$20.5K – – –
PMFA
402
Plante Moran Financial Advisors
Michigan
$20.1K -$30.2K -149 -60%
JFG
403
JDM Financial Group
Texas
$16.6K – – –
BL
404
BFSG LLC
California
$15.9K +$202 +1 +1%
CWP
405
Concord Wealth Partners
Virginia
$14.1K – – –
LGWM
406
Litman Gregory Wealth Management
California
$13.9K +$13.8K +68 New
WIM
407
Westside Investment Management
California
$13.7K – – –
GI
408
GAMMA Investing
California
$13.5K – – –
IA
409
IFP Advisors
Florida
$13.3K +$2.23K +11 +20%
AIM
410
Anchor Investment Management
South Carolina
$12.7K – – –
CJ
411
Caitlin John
Michigan
$11.1K – – –
IAIM
412
International Assets Investment Management
Florida
$9.63K +$9.52K +47 New
CA
413
Clearstead Advisors
Ohio
$8.91K +$202 +1 +2%
WA
414
WPG Advisers
Maryland
$8.4K – – –
DF
415
DecisionPoint Financial
Arizona
$7.79K +$7.7K +38 New
NRG
416
Nemes Rush Group
Michigan
$7.35K – – –
FF
417
Friedenthal Financial
New Jersey
$6.96K – – –
TAM
418
Tucker Asset Management
Colorado
$6.76K +$6.68K +33 New
SFG
419
Strive Financial Group
Indiana
$6.55K +$6.48K +32 New
TCM
420
Triumph Capital Management
Colorado
$5.94K +$5.87K +29 New
BA
421
Blueline Advisors
New Hampshire
$5.36K +$5.26K +26 New
SWA
422
SOA Wealth Advisors
New York
$4.3K – – –
OC
423
Optima Capital
Oregon
$3.89K +$3.85K +19 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$2.11K – – –
ACA
425
Aptus Capital Advisors
Alabama
$2.05K – – –
15 16
17
18 19