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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$824K
IWA
102
IBEX Wealth Advisors
New Jersey
$818K -$3K -21 -0.3%
WS
103
Wedbush Securities
California
$802K +$43.3K +303 +5%
VCM
104
Virtue Capital Management
Tennessee
$790K -$2.9M -20,291 -77%
WWM
105
Western Wealth Management
Colorado
$784K +$379K +2,654 +82%
EFS
106
Essex Financial Services
Connecticut
$777K +$265K +1,855 +46%
GA
107
Geller Advisors
New York
$744K -$167K -1,170 -17%
MWM
108
Modera Wealth Management
New Jersey
$731K +$786K +5,500 New
WIA
109
World Investment Advisors
California
$721K -$18.1K -127 -2%
SC
110
Sierra Capital
Florida
$704K -$199K -1,396 -21%
ECG
111
Edge Capital Group
Georgia
$701K
MP
112
McDonald Partners
Ohio
$691K +$61.3K +429 +9%
CAWM
113
Capital Advisors Wealth Management
Washington
$667K +$3.86K +27 +0.5%
DADC
114
D.A. Davidson & Co
Montana
$654K
Creative Planning
115
Creative Planning
Kansas
$625K -$44.4K -311 -6%
TFA
116
Tobias Financial Advisors
Florida
$584K
SVCP
117
Silicon Valley Capital Partners
California
$581K +$3.29K +23 +0.5%
SWA
118
Stratos Wealth Advisors
Ohio
$568K +$4.43K +31 +0.7%
BA
119
Bluesphere Advisors
Pennsylvania
$565K -$70.3K -492 -10%
JIC
120
Johnson Investment Counsel
Ohio
$561K +$603K +4,221 New
JMPWA
121
JP Morgan Private Wealth Advisors
California
$512K +$54.3K +380 +11%
SAM
122
Secure Asset Management
Michigan
$511K +$549K +3,845 New
RRC
123
Relaxing Retirement Coach
Massachusetts
$495K
SI
124
Stephens Inc
Arkansas
$469K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$468K