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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Comerica Securities
Michigan
$475K +$190K +1,625 +73%
RRC
77
Relaxing Retirement Coach
Massachusetts
$458K -$452K -3,863 -51%
NFG
78
Next Financial Group
Texas
$449K -$200K -1,707 -32%
KeyBank National Association
79
KeyBank National Association
Ohio
$439K +$33.6K +287 +9%
AIC
80
Ameritas Investment Company
Nebraska
$436K -$29.6K -253 -7%
GC
81
Garde Capital
Washington
$421K
CS
82
Credit Suisse
Switzerland
$421K +$398K +3,400 New
DC
83
Derby & Company
Massachusetts
$420K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$413K
MFGM
85
Marshall Financial Group (Maryland)
Maryland
$398K +$376K +3,214 New
MP
86
McDonald Partners
Ohio
$394K +$373K +3,186 New
VWA
87
Visionary Wealth Advisors
Illinois
$386K -$1.71M -14,639 -82%
LFAS
88
Level Four Advisory Services
Texas
$370K +$116K +990 +49%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$368K +$3.98K +34 +1%
APW
90
Aurora Private Wealth
New Jersey
$362K -$32.5K -278 -9%
Creative Planning
91
Creative Planning
Kansas
$344K +$12.8K +109 +4%
ACA
92
Affinity Capital Advisors
California
$337K -$7.26K -62 -2%
SS
93
Simplicity Solutions
Minnesota
$336K +$48.6K +415 +18%
CAN
94
Cetera Advisor Networks
California
$324K +$307K +2,621 New
MFG
95
Magnus Financial Group
New York
$320K +$2.23K +19 +0.7%
BIA
96
BHK Investment Advisors
Alabama
$309K
EWA
97
Encompass Wealth Advisors
Oregon
$298K +$282K +2,406 New
CCB
98
Cutter & Co Brokerage
Missouri
$290K -$12.1K -103 -4%
WMA
99
Wealth Management Associates
New Jersey
$273K +$259K +2,210 New
WA
100
Wambolt & Associates
Colorado
$264K -$13K -111 -5%