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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
151
Shulman DeMeo Asset Management
New York
$484K +$1.9K +13 +0.4%
WT
152
Washington Trust
Rhode Island
$481K
SI
153
Stephens Inc
Arkansas
$475K -$39.1K -268 -8%
NFSG
154
Newbridge Financial Services Group
Florida
$470K +$73.9K +506 +19%
SWM
155
Silverlake Wealth Management
Vermont
$470K +$16.9K +116 +4%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$457K +$17.8K +122 +4%
CS
157
Credit Suisse
Switzerland
$455K
WWM
158
Western Wealth Management
Colorado
$443K +$730 +5 +0.2%
SWA
159
Sightline Wealth Advisors
Connecticut
$440K
BSW
160
Buckingham Strategic Wealth
Missouri
$436K
MFG
161
Magnus Financial Group
New York
$420K +$1.61K +11 +0.4%
ACA
162
Affinity Capital Advisors
California
$407K +$584 +4 +0.1%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$407K +$9.49K +65 +2%
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$406K +$404K +2,768 New
MA
165
Mangham Associates
Virginia
$401K -$31.2K -214 -7%
MCM
166
MAI Capital Management
Ohio
$399K +$177K +1,212 +80%
SAM
167
Secure Asset Management
Michigan
$380K +$75K +514 +25%
CAM
168
Cozad Asset Management
Illinois
$369K
PFG
169
Pinnacle Financial Group
Illinois
$367K
BIA
170
BHK Investment Advisors
Alabama
$367K +$365K +2,500 New
IA
171
IFP Advisors
Florida
$364K +$443K +3,038 +830%
RSWM
172
Robertson Stephens Wealth Management
California
$363K
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$359K -$59K -404 -14%
Jane Street
174
Jane Street
New York
$348K -$329K -2,254 -49%
PAG
175
Private Advisory Group
Washington
$342K -$31.7K -217 -9%