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Vanguard Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
201
Allen Mooney & Barnes Investment Advisors
Georgia
$405K +$2.43K +35 +0.6%
CWM
202
Collaborative Wealth Management
Florida
$400K
WA
203
Wealth Architects
California
$398K
ASN
204
Advisory Services Network
Georgia
$395K -$35.3K -508 -8%
AA
205
Addison Advisors
Vermont
$394K
KWA
206
Kingswood Wealth Advisors
California
$393K +$410K +5,890 New
RWS
207
Resolute Wealth Strategies
Mississippi
$391K +$1.74K +25 +0.4%
GT
208
Glenmede Trust
Pennsylvania
$387K +$403K +5,800 New
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K -$139K -1,995 -26%
PP
210
PrairieView Partners
Minnesota
$381K
BSA
211
Braun Stacey Associates
New York
$380K -$126K -1,815 -24%
NL
212
NWAM LLC
Washington
$359K -$55.6K -799 -13%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$353K -$12.7K -182 -3%
GAM
214
Gemmer Asset Management
California
$352K
SPC
215
Sigma Planning Corp
Michigan
$351K +$1.67K +24 +0.5%
RWB
216
RMR Wealth Builders
New Jersey
$348K +$1.67K +24 +0.5%
NA
217
Nottingham Advisors
New York
$347K
WOSD
218
WFA of San Diego
California
$346K +$71.5K +1,028 +25%
GF
219
Gries Financial
Ohio
$342K
CA
220
Cetera Advisors
Colorado
$342K -$224K -3,221 -39%
CCMG
221
Clark Capital Management Group
Pennsylvania
$328K
BCM
222
Brookstone Capital Management
Illinois
$323K
BFG
223
Bleakley Financial Group
New Jersey
$322K +$42.3K +609 +14%
SS
224
Simplicity Solutions
Minnesota
$322K +$42.3K +609 +14%
DC
225
Davenport & Co
Virginia
$321K