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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SOA Wealth Advisors
New York
$4.28K – – –
PWMG
427
Private Wealth Management Group
New Jersey
$3.87K +$3.98K +19 New
TWM
428
Tripletail Wealth Management
Florida
$2.04K – – –
ACA
429
Aptus Capital Advisors
Alabama
$2.04K – – –
KFI
430
Key Financial Inc
Pennsylvania
$2.04K – – –
HFS
431
Hughes Financial Services
Virginia
$1.22K – – –
PFBT
432
Parkside Financial Bank & Trust
Missouri
$1.03K +$1.05K +5 New
GWS
433
Glassman Wealth Services
Virginia
$611 – – –
TC
434
Truvestments Capital
Florida
$426 – – –
TPWA
435
Twin Peaks Wealth Advisors
California
$408 +$419 +2 New
SWIM
436
Smallwood Wealth Investment Management
New Jersey
$407 +$419 +2 New
LFG
437
Larson Financial Group
Missouri
$204 – – –
SWM
438
SHP Wealth Management
Massachusetts
$204 – – –
BWL
439
Bogart Wealth LLC
Virginia
$204 +$209 +1 New
AW
440
Affinity Wealth
Ohio
– -$24.7M -120,654 Closed
IIC
441
Integrated Investment Consultants
Michigan
– -$1.6M -7,793 Closed
Renaissance Technologies
442
Renaissance Technologies
New York
– -$1.52M -7,400 Closed
JWCA
443
J.W. Cole Advisors
Florida
– -$1.29M -6,638 Closed
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
– -$1.24M -6,067 Closed
DAS
445
Diversify Advisory Services
Utah
– -$889K -4,234 Closed
AWM
446
Axxcess Wealth Management
California
– -$498K -2,429 Closed
EPW
447
Endeavor Private Wealth
Kansas
– -$471K -2,299 Closed
BMM
448
Berkshire Money Management
Massachusetts
– -$439K -2,142 Closed
RA
449
Range Advisory
Virginia
– -$379K -1,852 Closed
SPC
450
Sigma Planning Corp
Michigan
– -$337K -1,646 Closed