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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Daymark Wealth Partners
Ohio
$826K
SFA
152
Source Financial Advisors
New York
$810K -$51.1K -215 -6%
Jane Street
153
Jane Street
New York
$770K +$744K +3,131 New
CWM
154
Compass Wealth Management
Connecticut
$769K
C
155
Certuity
Florida
$745K +$154K +646 +27%
AIP
156
Ameritas Investment Partners
Nebraska
$744K
PCM
157
Parsons Capital Management
Rhode Island
$737K +$48.7K +205 +7%
RIS
158
Retirement Income Solutions
Michigan
$706K
MG
159
Mather Group
Illinois
$687K +$455K +1,914 +197%
FCI
160
Financial Counselors Inc
Kansas
$679K +$656K +2,760 New
TPWA
161
Twin Peaks Wealth Advisors
California
$679K -$1.66K -7 -0.3%
FTWA
162
Fifth Third Wealth Advisors
Ohio
$668K +$645K +2,715 New
MAS
163
Madden Advisory Services
Florida
$663K
Corient Private Wealth
164
Corient Private Wealth
Florida
$631K +$55.1K +232 +10%
MWM
165
Modera Wealth Management
New Jersey
$601K +$581K +2,444 New
BTI
166
Blue Trust Inc
Georgia
$598K
RFS
167
Retirement Financial Solutions
Tennessee
$597K
CFG
168
Citizens Financial Group
Rhode Island
$591K +$299K +1,259 +111%
SPIA
169
Steward Partners Investment Advisory
New York
$582K -$13.3K -56 -2%
JIC
170
Johnson Investment Counsel
Ohio
$557K -$74.9K -315 -12%
KPWS
171
Kestra Private Wealth Services
Texas
$515K
PAS
172
Park Avenue Securities
New York
$514K -$1.43K -6 -0.3%
EW
173
Evoke Wealth
California
$514K -$26.6M -111,843 -98%
PAG
174
Private Advisor Group
New Jersey
$511K -$15.4K -65 -3%
HSA
175
HBK Sorce Advisory
Pennsylvania
$502K -$60.6K -255 -11%