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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$591K +$574K +3,900 New
SDAM
102
Shulman DeMeo Asset Management
New York
$570K +$235K +1,596 +74%
EFS
103
Essex Financial Services
Connecticut
$566K +$78K +530 +17%
RRC
104
Relaxing Retirement Coach
Massachusetts
$564K +$2.06K +14 +0.4%
AAS
105
Ameritas Advisory Services
Nebraska
$557K +$542K +3,681 New
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$523K +$2.79K +19 +0.6%
BSW
107
Buckingham Strategic Wealth
Missouri
$510K -$7.36K -50 -1%
PPA
108
Parametric Portfolio Associates
Washington
$501K -$11.3K -77 -2%
WS
109
Wedbush Securities
California
$497K +$173K +1,175 +56%
WT
110
Washington Trust
Rhode Island
$496K +$9.71K +66 +2%
MPM
111
MBB Public Markets
Illinois
$485K +$472K +3,206 New
JIC
112
Johnson Investment Counsel
Ohio
$477K +$463K +3,148 New
CS
113
Credit Suisse
Switzerland
$469K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$446K
ACA
115
Affinity Capital Advisors
California
$416K +$1.62K +11 +0.4%
MFG
116
Magnus Financial Group
New York
$405K +$4.41K +30 +1%
SWP
117
Stratos Wealth Partners
Ohio
$400K +$115K +783 +42%
CS
118
Comerica Securities
Michigan
$389K -$2.21K -15 -0.6%
AWM
119
AE Wealth Management
Kansas
$389K +$44.9K +305 +13%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$383K +$66.2K +450 +22%
RHBC
121
R.H. Bluestein & Co
Michigan
$382K -$47.1K -320 -11%
BIA
122
BHK Investment Advisors
Alabama
$379K
PFG
123
Pinnacle Financial Group
Illinois
$379K +$368K +2,500 New
Citadel Advisors
124
Citadel Advisors
Florida
$377K +$367K +2,492 New
SWM
125
Silverlake Wealth Management
Vermont
$376K +$365K +2,484 New