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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$126K +$85.4K +598 +171%
PTC
202
Private Trust Company
Ohio
$126K +$136K +950 New
SWM
203
Spire Wealth Management
Virginia
$119K -$96K -672 -43%
COCM
204
Charter Oak Capital Management
New Hampshire
$116K +$67.1K +470 +117%
VCM
205
Versant Capital Management
Arizona
$115K -$5.57K -39 -4%
BONH
206
Bank of New Hampshire
New Hampshire
$110K
First Manhattan
207
First Manhattan
New York
$104K
TFS
208
TrustCore Financial Services
Tennessee
$100K
LB
209
Legacy Bridge
Iowa
$97K
FCA
210
FinTrust Capital Advisors
South Carolina
$91K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$89K +$95.7K +670 New
Amundi
212
Amundi
France
$86K
NFSG
213
Newbridge Financial Services Group
Florida
$86K +$92.5K +648 New
HWA
214
Heritage Wealth Advisors
Virginia
$83K
BLC
215
Brown, Lisle/Cummings
Rhode Island
$81K
PPWM
216
PFG Private Wealth Management
Florida
$79K +$58.7K +411 +223%
CAL
217
Capital Advisors Ltd
Ohio
$57K
SWM
218
Selective Wealth Management
Virginia
$57K +$5.28K +37 +9%
TPCW
219
TD Private Client Wealth
New York
$54.5K -$78.7K -551 -57%
CFGS
220
Concourse Financial Group Securities
Alabama
$52K
LFG
221
Larson Financial Group
Missouri
$51K +$286 +2 +0.5%
HI
222
Harbour Investments
Wisconsin
$51K +$54.8K +384 New
TSWM
223
Tyler-Stone Wealth Management
Ohio
$46K
BHWM
224
Beaird Harris Wealth Management
Texas
$45K
SWM
225
SeaCrest Wealth Management
New York
$44K +$47.1K +330 New