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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$1.08M – – –
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.06M -$414K -1,921 -77%
CL
178
Choreo LLC
Illinois
$1.06M -$54.8K -254 -5%
QCM
179
Quantinno Capital Management
New York
$1.06M -$75.5K -350 -7%
VWA
180
Visionary Wealth Advisors
Illinois
$1.06M – – –
SCM
181
SCS Capital Management
Massachusetts
$1.05M – – –
BHWM
182
Beaird Harris Wealth Management
Texas
$1.04M -$153K -710 -13%
SPI
183
Santori & Peters Inc
Pennsylvania
$1.03M – – –
CAM
184
Capital Asset Management
Colorado
$1M -$38K -176 -4%
BAM
185
Beaumont Asset Management
Texas
$985K -$20.1K -93 -2%
WIA
186
World Investment Advisors
California
$972K -$5.61K -26 -0.5%
IA
187
Integrity Alliance
Iowa
$968K +$12.3K +57 +1%
IFG
188
Independent Financial Group
California
$967K +$23.9K +111 +3%
WPC
189
Wedmont Private Capital
Pennsylvania
$961K -$1.94K -9 -0.2%
SIA
190
Soltis Investment Advisors
Utah
$948K – – –
TFA
191
Tobias Financial Advisors
Florida
$933K -$36K -167 -4%
NGA
192
Naples Global Advisors
Florida
$931K – – –
LA
193
LVW Advisors
New York
$929K +$914K +4,236 New
NWA
194
Northwest Wealth Advisors
Washington
$914K -$4.75K -22 -0.5%
PS
195
Principal Securities
Iowa
$905K -$11.7K -54 -1%
VP
196
Verum Partners
North Carolina
$901K -$78.1K -362 -8%
RA
197
RFG Advisory
Alabama
$888K -$313K -1,451 -26%
SWM
198
Sherman Wealth Management
Maryland
$877K +$3.24K +15 +0.4%
MCA
199
MSH Capital Advisors
Arizona
$877K +$605K +2,803 +234%
AIA
200
Arbor Investment Advisors
North Carolina
$863K +$1.94K +9 +0.2%
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8
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