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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$134M +$35.6M +190,328 +39%
HighTower Advisors
2
HighTower Advisors
Illinois
$21.2M -$353K -1,886 -2%
EK
3
Evensky & Katz
Florida
$21.2M -$6.26M -33,421 -24%
C
4
Cliffwater
California
$20.6M -$221K -1,181 -1%
Cerity Partners
5
Cerity Partners
New York
$20.5M +$699K +3,735 +4%
DT
6
Diversified Trust
Tennessee
$17.4M +$5.8K +31 +0%
Bank of America
7
Bank of America
North Carolina
$15.3M +$37.2K +199 +0.3%
LPL Financial
8
LPL Financial
California
$12.8M +$30.9K +165 +0.3%
CB
9
Commerce Bank
Missouri
$12.4M -$189K -1,010 -2%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M +$806K +4,305 +8%
WIA
11
World Investment Advisors
California
$11.3M -$2.44M -13,026 -19%
MML Investors Services
12
MML Investors Services
Massachusetts
$11.2M +$386K +2,063 +4%
RJA
13
Raymond James & Associates
Florida
$10.5M +$2.34M +12,482 +31%
DPI
14
Diversified Portfolios Inc
Michigan
$10.3M -$28.8K -154 -0.3%
GRP
15
Global Retirement Partners
California
$8.65M +$139K +743 +2%
TFF
16
The Family Firm
Maryland
$8.25M +$357K +1,910 +5%
Brown Advisory
17
Brown Advisory
Maryland
$7.72M +$1M +5,366 +16%
P
18
Pitcairn
Pennsylvania
$7.51M -$112K -596 -2%
LW
19
Linscomb Wealth
Texas
$7.06M -$419K -2,240 -6%
JP Morgan Chase
20
JP Morgan Chase
New York
$6.51M -$37.5M -200,319 -86%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$6.07M
UBS Group
22
UBS Group
Switzerland
$6.03M +$87.4K +467 +2%
WA
23
Wealthstream Advisors
New York
$5.56M +$365K +1,949 +7%
Mariner
24
Mariner
Kansas
$5.38M +$3.57M +19,050 +232%
DFC
25
DB Fitzpatrick & Co
Idaho
$4.42M +$1.58M +8,468 +61%