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Vanguard Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
101
Capital Asset Advisory Services
Michigan
$78K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$71K +$41.6K +760 +87%
GSWM
103
Golden State Wealth Management
California
$58K +$72.5K +1,324 New
TFS
104
TrustCore Financial Services
Tennessee
$50K +$63K +1,152 New
DI
105
Disciplined Investments
Oklahoma
$46K – – –
HIA
106
Harbor Investment Advisory
Maryland
$44K – – –
US Bancorp
107
US Bancorp
Minnesota
$39K – – –
NSIM
108
North Star Investment Management
Illinois
$34K – – –
Washington Trust
109
Washington Trust
Rhode Island
$30K +$38.3K +700 New
Orion Portfolio Solutions
110
Orion Portfolio Solutions
Nebraska
$28K +$35.6K +650 New
BW
111
Bison Wealth
Georgia
$27K +$6.57K +120 +24%
Synovus Financial
112
Synovus Financial
Georgia
$27K +$34.3K +626 New
AF
113
Advisornet Financial
Minnesota
$24K +$5.25K +96 +21%
MG
114
MilWealth Group
Wisconsin
$21.1K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
FHA
116
Flagship Harbor Advisors
Massachusetts
$18K – – –
LWM
117
Liberty Wealth Management
California
$17K – – –
MRCM
118
M&R Capital Management
New Jersey
$16K – – –
AIM
119
Anchor Investment Management
South Carolina
$15.8K – – –
POIA
120
Pin Oak Investment Advisors
Texas
$15K – – –
QAM
121
QCI Asset Management
New York
$11K – – –
IFP Advisors
122
IFP Advisors
Florida
$9K – – –
JCM
123
Jacobi Capital Management
Pennsylvania
$7K -$4.92K -90 -36%
Huntington National Bank
124
Huntington National Bank
Ohio
$7K – – –
BWM
125
BerganKDV Wealth Management
Minnesota
$3K – – –