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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
176
EFG Asset Management (Americas)
Florida
$223K
WPC
177
Wedmont Private Capital
Pennsylvania
$223K +$245K +1,793 New
OMC
178
Old Mission Capital
Illinois
$223K +$246K +1,800 New
OC
179
Oppenheimer & Co
New York
$210K -$24.4K -178 -10%
SMC
180
Smith, Moore & Co
Missouri
$210K
PCS
181
Personal CFO Solutions
New Jersey
$210K +$232K +1,694 New
NAS
182
Nicolet Advisory Services
Wisconsin
$207K -$27K -197 -11%
SAM
183
Secure Asset Management
Michigan
$204K -$301K -2,201 -57%
BCA
184
Bay Colony Advisors
Massachusetts
$203K
BAM
185
Belpointe Asset Management
Nevada
$187K +$548 +4 +0.3%
APA
186
American Portfolios Advisors
New York
$177K +$33.7K +246 +21%
RDFA
187
Ritter Daniher Financial Advisory
Ohio
$175K +$193K +1,410 New
PPWM
188
PFG Private Wealth Management
Florida
$170K +$106K +773 +130%
RIA
189
Realta Investment Advisors
Delaware
$142K +$157K +1,146 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$133K
PB
191
Pinnacle Bancorp
Nebraska
$131K
PCFFS
192
Pacific Center for Financial Services
California
$126K
CFD
193
Creative Financial Designs
Indiana
$125K +$105K +765 +320%
PTC
194
Private Trust Company
Ohio
$118K
BONH
195
Bank of New Hampshire
New Hampshire
$115K +$13.4K +98 +12%
VCM
196
Versant Capital Management
Arizona
$108K
HGERS
197
Householder Group Estate & Retirement Specialist
Arizona
$99K +$110K +800 New
First Manhattan
198
First Manhattan
New York
$97K
AF
199
Advisornet Financial
Minnesota
$94K -$26.4K -193 -20%
TFS
200
TrustCore Financial Services
Tennessee
$93K