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Vanguard S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
201
Arbor Investment Advisors
North Carolina
$551K +$1.5K +8 +0.3%
RC
202
Roundview Capital
New Jersey
$522K – – –
BCI
203
Brinker Capital Investments
Pennsylvania
$515K +$207K +1,104 +65%
OPS
204
Orion Portfolio Solutions
Nebraska
$515K +$207K +1,104 +65%
SWM
205
Silverlake Wealth Management
Vermont
$508K +$748 +4 +0.1%
OCM
206
One Capital Management
California
$508K -$687K -3,672 -57%
KWM
207
Kingsview Wealth Management
Oregon
$508K +$516K +2,756 New
1WM
208
1900 Wealth Management
Texas
$507K -$47.9K -256 -9%
CFD
209
Creative Financial Designs
Indiana
$507K -$55.2K -295 -10%
MIM
210
Marshall Investment Management
Colorado
$507K +$67.5K +361 +15%
SWP
211
Sagespring Wealth Partners
Tennessee
$501K +$146K +780 +40%
Vanguard Group
212
Vanguard Group
Pennsylvania
$500K +$61.2K +327 +14%
SS
213
SBI Securities
Japan
$496K +$46.4K +248 +10%
AIC
214
Archer Investment Corporation
Indiana
$495K – – –
Jane Street
215
Jane Street
New York
$475K +$160K +854 +50%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$474K -$3.39M -18,095 -88%
BPA
217
Beacon Pointe Advisors
California
$467K +$475K +2,538 New
RA
218
Rodgers & Associates
Pennsylvania
$467K +$51.6K +276 +12%
FTUS
219
Flow Traders U.S.
New York
$463K +$471K +2,515 New
BIA
220
BHK Investment Advisors
Alabama
$460K – – –
PFG
221
Pinnacle Financial Group
Illinois
$460K – – –
ACA
222
Affinity Capital Advisors
California
$456K – – –
BAM
223
Belpointe Asset Management
Nevada
$449K +$221K +1,182 +94%
FCA
224
Fortis Capital Advisors
Kansas
$449K +$221K +1,182 +94%
BA
225
Bristlecone Advisors
Washington
$447K – – –