We are live on ! Find out more
VOOV icon

Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$751K -$155K -830 -17%
PS
177
Principal Securities
Iowa
$747K – – –
CA
178
CoreCap Advisors
Michigan
$739K +$106K +564 +16%
SPI
179
Santori & Peters Inc
Pennsylvania
$737K -$10.3K -55 -1%
KFG
180
Kropog Financial Group
Louisiana
$719K -$12.2M -65,166 -94%
CWM
181
Centurion Wealth Management
Virginia
$719K – – –
CIBC World Market
182
CIBC World Market
Ontario, Canada
$706K -$2.06K -11 -0.3%
C
183
Certuity
Florida
$684K – – –
VWM
184
Verus Wealth Management
Wisconsin
$670K – – –
CP
185
Creekside Partners
California
$665K +$936 +5 +0.1%
SAM
186
Smartleaf Asset Management
Massachusetts
$654K +$18.1K +97 +3%
MFGM
187
Marshall Financial Group (Maryland)
Maryland
$642K +$1.87K +10 +0.3%
MCM
188
MAI Capital Management
Ohio
$636K +$130K +697 +25%
CAM
189
Cozad Asset Management
Illinois
$636K – – –
WB
190
West Bancorporation
Iowa
$635K – – –
AWM
191
AE Wealth Management
Kansas
$635K +$70.7K +378 +12%
KWA
192
Kingswood Wealth Advisors
California
$627K +$305K +1,631 +92%
MCM
193
MidAtlantic Capital Management
Virginia
$624K – – –
SI
194
Stephens Inc
Arkansas
$611K -$56.1K -300 -8%
CPRC
195
Consolidated Portfolio Review Corp
New York
$608K -$21K -112 -3%
PB
196
Pinnacle Bancorp
Nebraska
$605K – – –
MFG
197
Magnus Financial Group
New York
$580K +$2.62K +14 +0.4%
SDAM
198
Shulman DeMeo Asset Management
New York
$576K +$2.81K +15 +0.5%
WIP
199
WealthCare Investment Partners
Rhode Island
$562K – – –
SWA
200
Sightline Wealth Advisors
Connecticut
$553K – – –