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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$489K -$15.4K -76 -3%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$488K -$187K -923 -27%
AF
153
Advisornet Financial
Minnesota
$475K +$460K +2,275 +1,379%
RFS
154
Retirement Financial Solutions
Tennessee
$469K +$488K +2,410 New
HSA
155
HBK Sorce Advisory
Pennsylvania
$447K
CA
156
Continuum Advisory
Idaho
$436K +$36.6K +181 +9%
JWA
157
JFS Wealth Advisors
Pennsylvania
$424K
SPIA
158
Steward Partners Investment Advisory
New York
$417K -$2.23K -11 -0.5%
SFA
159
Sequoia Financial Advisors
Ohio
$415K +$60.7K +300 +16%
PFS
160
Prospera Financial Services
Texas
$413K +$4.66K +23 +1%
Betterment LLC
161
Betterment LLC
New York
$413K +$51.4K +254 +14%
Corient Private Wealth
162
Corient Private Wealth
Florida
$409K +$425K +2,102 New
KWM
163
Kingsview Wealth Management
Oregon
$407K +$423K +2,090 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$392K -$197K -973 -33%
WP
165
WealthShield Partners
North Carolina
$391K +$202 +1 +0%
TPWM
166
Twelve Points Wealth Management
Massachusetts
$386K +$1.21K +6 +0.3%
TF
167
TLWM Financial
Texas
$374K
CFAM
168
Coury Firm Asset Management
Pennsylvania
$373K
PAG
169
Private Advisor Group
New Jersey
$364K +$3.24K +16 +0.9%
SPC
170
Sigma Planning Corp
Michigan
$345K +$359K +1,774 New
JIC
171
Johnson Investment Counsel
Ohio
$341K +$354K +1,750 New
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$330K +$339K +1,677 +10,481%
PWMG
173
Provence Wealth Management Group
California
$328K
TP
174
Tranquility Partners
Tennessee
$321K +$54.4K +269 +20%
RCS
175
Retirement Capital Strategies
California
$319K +$332K +1,641 New