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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$676K +$663K +6,498 New
FTS
27
Fifth Third Securities
Ohio
$665K -$43.3K -424 -6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$571K +$80.3K +787 +17%
Jane Street
29
Jane Street
New York
$518K -$1.11M -10,877 -69%
BAAM
30
Baker Avenue Asset Management
California
$493K +$484K +4,740 New
CWM
31
Cornerstone Wealth Management
Missouri
$488K +$35.7K +350 +8%
RIA
32
Regal Investment Advisors
Michigan
$486K +$117K +1,144 +32%
BW
33
Bison Wealth
Georgia
$481K
SI
34
Stephens Inc
Arkansas
$387K
AG
35
Advisor Group
Arizona
$375K +$9.39K +92 +3%
FHA
36
Flagship Harbor Advisors
Massachusetts
$363K +$14.8K +145 +4%
WPP
37
Whalerock Point Partners
Rhode Island
$361K
KWM
38
Kingsview Wealth Management
Oregon
$358K -$12.8K -125 -4%
CAM
39
Concorde Asset Management
Michigan
$304K +$299K +2,926 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$286K +$280K +2,745 New
CAM
41
Crestone Asset Management
Colorado
$258K
BFA
42
Bragg Financial Advisors
North Carolina
$247K
CRC
43
Curi RMB Capital
Illinois
$237K
Stifel Financial
44
Stifel Financial
Missouri
$231K +$10.2K +100 +5%
CCB
45
Cutter & Co Brokerage
Missouri
$229K +$10.2K +100 +5%
PL
46
Plancorp LLC
Missouri
$225K
ONB
47
Old National Bancorp
Indiana
$210K -$88.3K -865 -30%
CAN
48
Cetera Advisor Networks
California
$207K +$203K +1,993 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$65K +$204 +2 +0.3%
IWM
50
IHT Wealth Management
Illinois
$34K +$33.4K +327 New