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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$338K
Lido Advisors
252
Lido Advisors
California
$334K +$49.5K +170 +18%
OC
253
Oppenheimer & Co
New York
$333K +$4.37K +15 +1%
CWP
254
Cyndeo Wealth Partners
Florida
$329K
TF
255
Tandem Financial
Colorado
$322K +$310K +1,064 New
CIAS
256
Capital Investment Advisory Services
North Carolina
$311K +$291 +1 +0.1%
MPI
257
Mairs & Power Inc
Minnesota
$310K
GSIS
258
Global Strategic Investment Solutions
Arizona
$309K +$583 +2 +0.2%
HFO
259
Heritage Family Offices
Arizona
$303K
KF
260
Krilogy Financial
Missouri
$299K +$284K +975 New
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$299K -$2.44M -8,386 -89%
VA
262
Valmark Advisers
Ohio
$289K
XPN
263
XY Planning Network
Montana
$288K
TIAA Trust, National Association
264
TIAA Trust, National Association
North Carolina
$286K +$21.3K +73 +8%
LPAM
265
Lodestar Private Asset Management
California
$275K
RWA
266
Redhawk Wealth Advisors
Minnesota
$274K +$874 +3 +0.3%
MAM
267
MMA Asset Management
Pennsylvania
$272K
HBW
268
Hazlett, Burt & Watson
West Virginia
$272K
GIA
269
Gladstone Institutional Advisory
Florida
$266K +$42K +144 +20%
IWM
270
IHT Wealth Management
Illinois
$265K
US Bancorp
271
US Bancorp
Minnesota
$263K -$1.75K -6 -0.7%
EWA
272
Emergent Wealth Advisors
New York
$262K
BI
273
Berkeley Inc
Idaho
$256K
AA
274
Ancora Advisors
Ohio
$255K
PMG
275
Private Management Group
California
$255K