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Vanguard Russell 1000 Value ETF
VONV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$968K – – –
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$952K – – –
SFFS
153
Stonehage Fleming Financial Services
Jersey
$943K +$1.07M +15,795 New
CI
154
CX Institutional
Indiana
$916K +$929K +13,706 New
WANY
155
Wealthspire Advisors (New York)
New York
$905K -$154K -2,267 -14%
GAM
156
Gotham Asset Management
New York
$895K +$908K +13,400 New
FT
157
Fiduciary Trust
Massachusetts
$878K – – –
AIA
158
Arbor Investment Advisors
North Carolina
$870K -$30K -443 -3%
FFG
159
Fullen Financial Group
Ohio
$869K +$4.27K +63 +0.5%
OC
160
Oppenheimer & Co
New York
$866K -$288K -4,252 -25%
MW
161
Marcum Wealth
Ohio
$835K -$54.5K -804 -6%
LFWA
162
LBJ Family Wealth Advisors
Texas
$714K +$724K +10,680 New
AAS
163
Avantax Advisory Services
Texas
$693K -$87.3K -1,288 -11%
BFPW
164
BOK Financial Private Wealth
Colorado
$683K -$72.3K -1,067 -9%
CRC
165
Curi RMB Capital
Illinois
$675K +$685K +10,108 New
YWS
166
Yarger Wealth Strategies
Ohio
$669K -$73.8K -1,089 -10%
BWM
167
Benchmark Wealth Management
Connecticut
$660K +$59.4K +877 +10%
UCFA
168
United Capital Financial Advisors
Texas
$646K +$284K +4,199 +77%
1WM
169
1900 Wealth Management
Texas
$642K – – –
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$633K +$40.1K +592 +7%
SW
171
SVB Wealth
Massachusetts
$629K – – –
CAM
172
Cresset Asset Management
Illinois
$621K +$629K +9,290 New
BSW
173
Buckingham Strategic Wealth
Missouri
$619K – – –
CA
174
Cetera Advisors
Colorado
$606K -$30.7K -453 -5%
SIA
175
Schechter Investment Advisors
Michigan
$598K – – –
5 6
7
8 9