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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Archer Investment Corporation
Indiana
$257K
SMC
127
Smith, Moore & Co
Missouri
$256K
USCWA
128
U.S. Capital Wealth Advisors
Texas
$256K +$263K +1,823 New
CW
129
CreativeOne Wealth
Kansas
$255K
PAS
130
Park Avenue Securities
New York
$252K
OPW
131
Oxler Private Wealth
New York
$249K +$256K +1,773 New
EH
132
Equitable Holdings
New York
$233K +$24.9K +173 +12%
BCM
133
Barometer Capital Management
Ontario, Canada
$230K +$114K +790 +93%
CBFP
134
Cedar Brook Financial Partners
Ohio
$228K -$8.07K -56 -3%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$223K +$144 +1 +0.1%
BA
136
Bluesphere Advisors
Pennsylvania
$223K +$229K +1,589 New
SWM
137
Spire Wealth Management
Virginia
$220K
TRCT
138
Tower Research Capital (TRC)
New York
$218K +$171K +1,185 +326%
SS
139
Sunbelt Securities
Texas
$217K
ECM
140
Evergreen Capital Management
Washington
$216K
BAM
141
Belpointe Asset Management
Nevada
$211K
BHWM
142
Bar Harbor Wealth Management
New Hampshire
$211K +$216K +1,500 New
PMG
143
ProVise Management Group
Florida
$210K
WMA
144
Wealth Management Associates
New Jersey
$209K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$208K -$1.87K -13 -0.9%
CRC
146
Curi RMB Capital
Illinois
$205K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$152K +$51K +354 +49%
BW
148
Bison Wealth
Georgia
$151K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$144K -$10.8K -75 -7%
TPCW
150
TD Private Client Wealth
New York
$143K -$4.9K -34 -3%