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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$436K -$21.4K -155 -5%
CS
152
Credit Suisse
Switzerland
$434K -$138K -1,000 -24%
SWM
153
Silverlake Wealth Management
Vermont
$432K +$1.24K +9 +0.3%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$427K +$419K +3,037 New
WWM
155
Western Wealth Management
Colorado
$422K -$460K -3,332 -52%
SWA
156
Sightline Wealth Advisors
Connecticut
$420K +$414K +3,000 New
MA
157
Mangham Associates
Virginia
$413K +$5.38K +39 +1%
MFG
158
Magnus Financial Group
New York
$400K +$5.11K +37 +1%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$399K +$56.1K +406 +17%
ACA
160
Affinity Capital Advisors
California
$388K +$1.79K +13 +0.5%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$379K +$31.8K +230 +9%
Renaissance Technologies
162
Renaissance Technologies
New York
$378K +$373K +2,700 New
NFSG
163
Newbridge Financial Services Group
Florida
$378K +$85.2K +617 +30%
KAS
164
Kestra Advisory Services
Texas
$372K +$26.8K +194 +8%
PFO
165
Pathstone Family Office
New Jersey
$372K -$50.9K -369 -1%
PAG
166
Private Advisory Group
Washington
$357K
CAM
167
Cozad Asset Management
Illinois
$352K -$3.87K -28 -1%
PFG
168
Pinnacle Financial Group
Illinois
$350K
Fidelity Investments
169
Fidelity Investments
Massachusetts
$347K -$115K -835 -25%
RSWM
170
Robertson Stephens Wealth Management
California
$347K
EWA
171
Encompass Wealth Advisors
Oregon
$337K
Northern Trust
172
Northern Trust
Illinois
$321K
CWS
173
Confluence Wealth Services
Pennsylvania
$315K +$9.66K +70 +3%
CS
174
Comerica Securities
Michigan
$311K -$59.6K -432 -16%
BFG
175
Bleakley Financial Group
New Jersey
$296K +$292K +2,116 New