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Vanguard S&P 500 Value ETF
VOOV

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$243M -$28.3M -217,147 -11%
Morgan Stanley
2
Morgan Stanley
New York
$69.2M +$8.74M +67,139 +15%
UBS Group
3
UBS Group
Switzerland
$54.8M +$8.98M +68,995 +21%
CCP
4
Corient Capital Partners
California
$52.5M +$366K +2,813 +0.7%
HCM
5
HM Capital Management
Missouri
$31.7M +$1.28M +9,827 +4%
SCM
6
Stordahl Capital Management
Colorado
$30.2M +$897K +6,893 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.8M +$18.7M +143,368 +192%
LPL Financial
8
LPL Financial
California
$27.5M +$902K +6,928 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$24.1M -$1.69M -12,985 -7%
SWM
10
Shakespeare Wealth Management
Wisconsin
$23.5M +$273K +2,095 +1%
Wells Fargo
11
Wells Fargo
California
$20M -$8.46K -65 -0%
AWM
12
Altium Wealth Management
New York
$18.1M -$1.23M -9,424 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.2M +$1.26M +9,652 +8%
PFM
14
Phillips Financial Management
Indiana
$16.4M +$686K +5,272 +5%
Goldman Sachs
15
Goldman Sachs
New York
$14.9M +$211K +1,618 +2%
LFS
16
Lutz Financial Services
Nebraska
$14.2M -$111K -851 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$13.1M +$501K +3,852 +4%
WFA
18
Websterrogers Financial Advisors
South Carolina
$12.1M +$7.8M +59,942 +209%
FBT
19
First Bank & Trust
South Dakota
$11M -$213K -1,634 -2%
PWM
20
Provident Wealth Management
Tennessee
$9.98M -$207K -1,589 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.64M +$1.25M +9,608 +16%
PFO
22
Pathstone Family Office
New Jersey
$9.25M +$35.7K +274 +0.4%
BCA
23
Biltmore Capital Advisors
New Jersey
$8.74M +$210K +1,610 +3%
Lazard Asset Management
24
Lazard Asset Management
New York
$8.16M +$3.5M +26,886 +82%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$7.85M +$7.48M +57,460 New
1
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