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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
$1M – – –
VWA
177
Visionary Wealth Advisors
Illinois
$982K +$1.01M +4,820 New
SCM
178
SCS Capital Management
Massachusetts
$980K -$209 -1 -0%
TWM
179
Thryve Wealth Management
Texas
$979K -$200K -955 -17%
WIA
180
World Investment Advisors
California
$974K -$27K -129 -3%
DWM
181
Diversify Wealth Management
Utah
$972K +$954K +4,560 New
CAM
182
Capital Asset Management
Colorado
$968K – – –
SPI
183
Santori & Peters Inc
Pennsylvania
$957K +$209 +1 +0%
BAM
184
Belpointe Asset Management
Nevada
$940K -$25.5K -122 -3%
BAM
185
Beaumont Asset Management
Texas
$935K -$54K -258 -5%
VP
186
Verum Partners
North Carolina
$911K +$4.6K +22 +0.5%
FPL
187
Fortress Private Ledger
North Carolina
$909K +$400K +1,910 +75%
MCA
188
Magnolia Capital Advisors
Mississippi
$906K -$159K -761 -15%
WPC
189
Wedmont Private Capital
Pennsylvania
$904K -$67.2K -321 -7%
TFA
190
Tobias Financial Advisors
Florida
$901K – – –
IA
191
Integrity Alliance
Iowa
$888K +$81.4K +389 +10%
IAA
192
Independent Advisor Alliance
North Carolina
$888K +$912K +4,359 New
SIA
193
Soltis Investment Advisors
Utah
$882K – – –
IFG
194
Independent Financial Group
California
$877K +$173K +827 +24%
NGA
195
Naples Global Advisors
Florida
$865K – – –
NWA
196
Northwest Wealth Advisors
Washington
$855K -$199K -950 -18%
PS
197
Principal Securities
Iowa
$852K +$12.1K +58 +1%
SWM
198
Sherman Wealth Management
Maryland
$812K -$176K -841 -17%
AIA
199
Arbor Investment Advisors
North Carolina
$800K +$2.09K +10 +0.3%
MB
200
MidFirst Bank
Oklahoma
$785K +$26.6K +127 +3%
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