VONE icon

Vanguard Russell 1000 ETF
VONE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
226
Monograph Wealth Advisors
California
$547K – – –
SPIA
227
Steward Partners Investment Advisory
New York
$544K -$8.94K -29 -2%
GIM
228
Goelzer Investment Management
Indiana
$525K -$12K -39 -2%
GS
229
GTS Securities
Florida
$523K +$546K +1,772 New
WIA
230
World Investment Advisors
California
$508K – – –
SFG
231
Sovereign Financial Group
Connecticut
$507K – – –
SAG
232
SageView Advisory Group
California
$489K – – –
MFA
233
Mayflower Financial Advisors
Massachusetts
$489K +$511K +1,657 New
FB
234
Fulton Bank
Pennsylvania
$486K – – –
FPAS
235
Focus Partners Advisor Solutions
Missouri
$484K +$68.8K +223 +16%
GWS
236
Glassman Wealth Services
Virginia
$468K – – –
NCM
237
Narwhal Capital Management
Georgia
$463K – – –
VWWMG
238
Vermillion & White Wealth Management Group
Pennsylvania
$456K – – –
AIM
239
Access Investment Management
Georgia
$455K +$399K +1,295 +522%
MCCA
240
Mill Creek Capital Advisors
Pennsylvania
$452K – – –
OPCM
241
Osborne Partners Capital Management
California
$447K +$467K +1,514 New
NLWP
242
Next Level Wealth Planning
Idaho
$441K -$215K -697 -32%
SA
243
Sanctuary Advisors
Indiana
$440K -$2.18M -7,072 -83%
HI
244
Harbour Investments
Wisconsin
$436K -$14.8K -48 -3%
MGIA
245
Moneta Group Investment Advisors
Missouri
$432K -$14.5K -47 -3%
BRWA
246
B. Riley Wealth Advisors
Florida
$429K -$20K -65 -4%
EWA
247
EP Wealth Advisors
California
$428K -$996K -3,230 -69%
SFS
248
Strategic Financial Services
New York
$421K – – –
OC
249
Oakworth Capital
Alabama
$414K +$47.5K +154 +12%
PFS
250
Prospera Financial Services
Texas
$412K +$925 +3 +0.2%
8 9
10
11 12