We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$770K
RIA
102
Regal Investment Advisors
Michigan
$749K -$49K -358 -6%
EFS
103
Essex Financial Services
Connecticut
$726K
Franklin Resources
104
Franklin Resources
California
$724K +$798K +5,830 New
WS
105
Wedbush Securities
California
$720K -$32.6K -238 -4%
GA
106
Geller Advisors
New York
$700K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$683K -$1.27M -9,271 -63%
MWM
108
Modera Wealth Management
New Jersey
$683K
SC
109
Sierra Capital
Florida
$671K +$14.4K +105 +2%
WIA
110
World Investment Advisors
California
$647K +$6.57K +48 +0.9%
CAWM
111
Capital Advisors Wealth Management
Washington
$623K
DADC
112
D.A. Davidson & Co
Montana
$611K
RC
113
RegentAtlantic Capital
New Jersey
$610K +$297K +2,168 +79%
Creative Planning
114
Creative Planning
Kansas
$569K -$16.6K -121 -3%
TFA
115
Tobias Financial Advisors
Florida
$546K
SVCP
116
Silicon Valley Capital Partners
California
$542K
IWA
117
IBEX Wealth Advisors
New Jersey
$540K -$247K -1,804 -29%
BA
118
Bluesphere Advisors
Pennsylvania
$528K
CS
119
Credit Suisse
Switzerland
$509K +$137K +1,000 +32%
WANY
120
Wealthspire Advisors (New York)
New York
$467K +$515K +3,764 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$464K
BTI
122
Blue Trust Inc
Georgia
$464K +$478K +3,494 New
RRC
123
Relaxing Retirement Coach
Massachusetts
$462K
SFM
124
Signet Financial Management
New Jersey
$461K +$508K +3,710 New
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$445K -$385K -2,815 -44%