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Vanguard Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
376
Paragon Private Wealth Management
Kentucky
$253K -$23.6K -270 -9%
Thompson Siegel & Walmsley
377
Thompson Siegel & Walmsley
Virginia
$251K – – –
WA
378
Wealthstream Advisors
New York
$249K – – –
SFP
379
Sterling Financial Planning
New Jersey
$247K +$1.05K +12 +0.4%
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$245K -$322K -3,688 -57%
Midwest Trust
381
Midwest Trust
Kansas
$244K – – –
LWAM
382
Legacy Wealth Asset Management
Minnesota
$244K – – –
TDC
383
Thompson Davis & Co
Virginia
$243K – – –
CF
384
Centaurus Financial
California
$242K +$69.2K +792 +41%
AWMS
385
Advocacy Wealth Management Services
Georgia
$240K – – –
AW
386
Alteri Wealth
California
$238K +$232K +2,658 New
Millennium Management
387
Millennium Management
New York
$237K +$232K +2,654 New
Vanguard Personalized Indexing Management
388
Vanguard Personalized Indexing Management
California
$234K -$47.1K -539 -17%
PGAM
389
Princeton Global Asset Management
New Jersey
$233K – – –
GWP
390
Gen-Wealth Partners
Michigan
$230K – – –
Neuberger Berman Group
391
Neuberger Berman Group
New York
$223K – – –
BSTWA
392
Blake Schutter Theil Wealth Advisors
Ohio
$221K +$216K +2,478 New
TCWM
393
Total Clarity Wealth Management
Illinois
$221K +$216K +2,470 New
Loring Wolcott & Coolidge Fiduciary Advisors
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K -$9.7K -111 -4%
PIA
395
Perennial Investment Advisors
California
$220K +$3.84K +44 +2%
Brown Brothers Harriman & Co
396
Brown Brothers Harriman & Co
New York
$218K – – –
WAL
397
W Advisors LLC
Tennessee
$217K +$212K +2,430 New
NCG
398
Newport Capital Group
New Jersey
$215K – – –
BWM
399
Base Wealth Management
Florida
$215K -$42.4K -485 -17%
AC
400
Avant Capital
Louisiana
$215K +$262 +3 +0.1%