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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
126
Robertson Stephens Wealth Management
California
$374K -$728K -4,948 -67%
EWA
127
Encompass Wealth Advisors
Oregon
$364K
KPWS
128
Kestra Private Wealth Services
Texas
$360K +$3.24K +22 +0.9%
BA
129
Bluesphere Advisors
Pennsylvania
$349K +$106K +719 +45%
JWCA
130
J.W. Cole Advisors
Florida
$340K +$330K +2,246 New
CAM
131
Cozad Asset Management
Illinois
$330K +$9.56K +65 +3%
GIA
132
Gladstone Institutional Advisory
Florida
$319K +$17.2K +117 +6%
WAM
133
Walker Asset Management
Missouri
$317K +$308K +2,093 New
ASN
134
Advisory Services Network
Georgia
$307K -$40.2K -273 -12%
QCM
135
Quest Capital Management
Texas
$306K
CF
136
Centaurus Financial
California
$306K +$5.3K +36 +2%
CW
137
CreativeOne Wealth
Kansas
$305K +$30.3K +206 +11%
CCB
138
Cutter & Co Brokerage
Missouri
$304K -$47.1K -320 -14%
CB
139
Cadence Bank
Mississippi
$303K
WA
140
Wambolt & Associates
Colorado
$301K -$5K -34 -2%
ACI
141
Alpha Cubed Investments
California
$300K
TWM
142
Titus Wealth Management
California
$296K +$288K +1,955 New
APA
143
American Portfolios Advisors
New York
$287K -$26.5K -180 -9%
EH
144
Equitable Holdings
New York
$277K +$25.3K +172 +10%
AIC
145
Archer Investment Corporation
Indiana
$277K
USCWA
146
U.S. Capital Wealth Advisors
Texas
$276K
OPW
147
Oxler Private Wealth
New York
$269K +$1.32K +9 +0.5%
PAS
148
Park Avenue Securities
New York
$263K -$7.94K -54 -3%
SMC
149
Smith, Moore & Co
Missouri
$254K -$20.9K -142 -8%
CBFP
150
Cedar Brook Financial Partners
Ohio
$247K +$1.62K +11 +0.7%