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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
276
Independent Advisor Alliance
North Carolina
$346K
OC
277
Oppenheimer & Co
New York
$345K +$4.9K +16 +1%
CWP
278
Cyndeo Wealth Partners
Florida
$336K
Lido Advisors
279
Lido Advisors
California
$335K
OA
280
Oxbow Advisors
Texas
$321K -$27.3K -89 -8%
CIAS
281
Capital Investment Advisory Services
North Carolina
$318K +$306 +1 +0.1%
GSIS
282
Global Strategic Investment Solutions
Arizona
$316K +$306 +1 +0.1%
HFO
283
Heritage Family Offices
Arizona
$310K
CWM
284
Circle Wealth Management
New Jersey
$292K +$290K +945 New
CPA
285
Capital Performance Advisors
California
$286K +$283K +925 New
JIC
286
Johnson Investment Counsel
Ohio
$284K -$302K -986 -52%
TIAA Trust, National Association
287
TIAA Trust, National Association
North Carolina
$283K -$8.89K -29 -3%
LPAM
288
Lodestar Private Asset Management
California
$282K +$1.23K +4 +0.4%
RWA
289
Redhawk Wealth Advisors
Minnesota
$281K +$613 +2 +0.2%
VT
290
Vise Technologies
New York
$281K +$278K +908 New
MAM
291
MMA Asset Management
Pennsylvania
$278K
HBW
292
Hazlett, Burt & Watson
West Virginia
$278K
OIA
293
OneDigital Investment Advisors
Kansas
$278K +$28.2K +92 +11%
ODIJL
294
One Day In July LLC
Vermont
$276K +$273K +892 New
IWM
295
IHT Wealth Management
Illinois
$271K +$306 +1 +0.1%
NWA
296
Northwest Wealth Advisors
Washington
$270K +$268K +874 New
US Bancorp
297
US Bancorp
Minnesota
$269K
VA
298
Valmark Advisers
Ohio
$267K -$28.2K -92 -10%
EWA
299
Emergent Wealth Advisors
New York
$267K
BI
300
Berkeley Inc
Idaho
$261K +$306 +1 +0.1%