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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$793K -$51.8K -348 -6%
V
102
Veritable
Delaware
$767K +$757K +5,090 New
Creative Planning
103
Creative Planning
Kansas
$756K -$11.5K -77 -2%
CAWM
104
Capital Advisors Wealth Management
Washington
$753K +$2.83K +19 +0.4%
DADC
105
D.A. Davidson & Co
Montana
$742K
MP
106
McDonald Partners
Ohio
$719K +$709K +4,769 New
BA
107
Bluesphere Advisors
Pennsylvania
$715K +$362K +2,434 +105%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$670K +$640K +4,305 +3,075%
TFA
109
Tobias Financial Advisors
Florida
$663K +$654K +4,398 New
SVCP
110
Silicon Valley Capital Partners
California
$655K +$647K +4,347 New
SWA
111
Stratos Wealth Advisors
Ohio
$640K -$5.21K -35 -0.8%
EFS
112
Essex Financial Services
Connecticut
$601K +$37K +249 +7%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$601K +$383K +2,576 +182%
NAS
114
Nicolet Advisory Services
Wisconsin
$591K -$41.4K -278 -7%
AAS
115
Ameritas Advisory Services
Nebraska
$583K +$27.7K +186 +5%
SDAM
116
Shulman DeMeo Asset Management
New York
$569K +$2.08K +14 +0.4%
RRC
117
Relaxing Retirement Coach
Massachusetts
$561K
PCG
118
Private Capital Group
Connecticut
$532K -$243K -1,631 -32%
SI
119
Stephens Inc
Arkansas
$532K -$221K -1,488 -30%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$525K +$74.4K +500 +17%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$523K +$140K +944 +37%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$522K +$1.19K +8 +0.2%
WB
123
West Bancorporation
Iowa
$520K +$513K +3,450 New
CG
124
Colony Group
Massachusetts
$512K +$505K +3,395 New
BSW
125
Buckingham Strategic Wealth
Missouri
$508K