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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
201
Pinnacle Bancorp
Nebraska
$606K – – –
MFG
202
Magnus Financial Group
New York
$578K +$6.52K +34 +1%
AWE
203
Avidian Wealth Enterprises
Texas
$577K +$6.71K +35 +1%
SDAM
204
Shulman DeMeo Asset Management
New York
$575K +$6.52K +34 +1%
IWC
205
Integrated Wealth Concepts
Massachusetts
$568K +$26.7K +139 +5%
AWM
206
AE Wealth Management
Kansas
$566K -$4.03K -21 -0.7%
CFD
207
Creative Financial Designs
Indiana
$562K -$143K -746 -20%
1WM
208
1900 Wealth Management
Texas
$556K +$6.14K +32 +1%
SWA
209
Sightline Wealth Advisors
Connecticut
$554K – – –
AIA
210
Arbor Investment Advisors
North Carolina
$551K -$16.5K -86 -3%
BMM
211
Berkshire Money Management
Massachusetts
$525K +$546K +2,848 New
RC
212
Roundview Capital
New Jersey
$523K – – –
SWM
213
Silverlake Wealth Management
Vermont
$508K -$104K -542 -16%
MCM
214
MAI Capital Management
Ohio
$508K +$1.73K +9 +0.3%
AIC
215
Archer Investment Corporation
Indiana
$496K +$128K +669 +33%
ACA
216
Affinity Capital Advisors
California
$489K – – –
WWM
217
Western Wealth Management
Colorado
$476K -$17.6K -92 -3%
CWS
218
Confluence Wealth Services
Pennsylvania
$472K -$4.03K -21 -0.8%
NAS
219
Nicolet Advisory Services
Wisconsin
$463K +$16.3K +85 +3%
BIA
220
BHK Investment Advisors
Alabama
$461K – – –
PFG
221
Pinnacle Financial Group
Illinois
$461K – – –
MIM
222
Marshall Investment Management
Colorado
$456K +$458K +2,390 New
SS
223
SBI Securities
Japan
$451K +$469K +2,447 New
BA
224
Bristlecone Advisors
Washington
$448K – – –
OWM
225
OneAscent Wealth Management
Alabama
$447K -$62K -323 -12%
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9
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