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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crane Advisory
California
$753K -$9.32K -46 -1%
AF
152
Advisornet Financial
Minnesota
$722K +$180K +887 +36%
CIC
153
Carnegie Investment Counsel
Ohio
$718K +$91.2K +450 +16%
GA
154
Geller Advisors
New York
$716K -$2.63K -13 -0.4%
AIP
155
Ameritas Investment Partners
Nebraska
$682K -$203 -1 -0%
CWM
156
Compass Wealth Management
Connecticut
$678K
RIS
157
Retirement Income Solutions
Michigan
$635K
TPWA
158
Twin Peaks Wealth Advisors
California
$600K +$560K +2,765 New
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$594K +$5.07K +25 +0.9%
CA
160
Continuum Advisory
Idaho
$592K +$99.5K +491 +22%
MAS
161
Madden Advisory Services
Florida
$584K -$608 -3 -0.1%
CWM
162
Cornerstone Wealth Management
Missouri
$566K
JIC
163
Johnson Investment Counsel
Ohio
$559K +$167K +825 +47%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$554K -$480K -2,371 -48%
RFS
165
Retirement Financial Solutions
Tennessee
$525K +$2.03K +10 +0.4%
SPIA
166
Steward Partners Investment Advisory
New York
$522K +$53.9K +266 +12%
WIA
167
World Investment Advisors
California
$518K -$61.2K -302 -11%
C
168
Certuity
Florida
$513K +$479K +2,366 New
Corient Private Wealth
169
Corient Private Wealth
Florida
$506K +$46.8K +231 +11%
Betterment LLC
170
Betterment LLC
New York
$504K +$40.7K +201 +9%
HSA
171
HBK Sorce Advisory
Pennsylvania
$498K
DWA
172
Delap Wealth Advisory
Oregon
$490K +$135K +668 +42%
BTI
173
Blue Trust Inc
Georgia
$488K -$72.1K -356 -12%
PAG
174
Private Advisor Group
New Jersey
$481K +$69.9K +345 +18%
PCM
175
Parsons Capital Management
Rhode Island
$481K +$449K +2,215 New