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Vanguard Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
376
Thompson Siegel & Walmsley
Virginia
$251K
WA
377
Wealthstream Advisors
New York
$249K
SFP
378
Sterling Financial Planning
New Jersey
$247K +$1.05K +12 +0.4%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$245K -$322K -3,688 -57%
MT
380
Midwest Trust
Kansas
$244K
LWAM
381
Legacy Wealth Asset Management
Minnesota
$244K
TDC
382
Thompson Davis & Co
Virginia
$243K
CF
383
Centaurus Financial
California
$242K +$69.2K +792 +41%
AWMS
384
Advocacy Wealth Management Services
Georgia
$240K
AW
385
Alteri Wealth
California
$238K +$232K +2,658 New
Millennium Management
386
Millennium Management
New York
$237K +$232K +2,654 New
Vanguard Personalized Indexing Management
387
Vanguard Personalized Indexing Management
California
$234K -$47.1K -539 -17%
PGAM
388
Princeton Global Asset Management
New Jersey
$233K
GWP
389
Gen-Wealth Partners
Michigan
$230K
Neuberger Berman Group
390
Neuberger Berman Group
New York
$223K
BSTWA
391
Blake Schutter Theil Wealth Advisors
Ohio
$221K +$216K +2,478 New
TCWM
392
Total Clarity Wealth Management
Illinois
$221K +$216K +2,470 New
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K -$9.7K -111 -4%
PIA
394
Perennial Investment Advisors
California
$220K +$3.84K +44 +2%
BBHC
395
Brown Brothers Harriman & Co
New York
$218K
WAL
396
W Advisors LLC
Tennessee
$217K +$212K +2,430 New
NCG
397
Newport Capital Group
New Jersey
$215K
BWM
398
Base Wealth Management
Florida
$215K -$42.4K -485 -17%
AC
399
Avant Capital
Louisiana
$215K +$262 +3 +0.1%
KFI
400
Key Financial Inc
Pennsylvania
$214K +$161K +1,847 +341%