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Vanguard Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
201
Twin Peaks Wealth Advisors
California
$912K
HBT
202
Heartland Bank & Trust
Illinois
$909K +$39.3K +120 +5%
DF
203
Downshift Financial
Colorado
$892K
EFG
204
Ethos Financial Group
Pennsylvania
$880K -$21.3K -65 -2%
RIS
205
Retirement Income Solutions
Michigan
$847K
RFS
206
Retirement Financial Solutions
Tennessee
$845K +$1.97K +6 +0.2%
MFF
207
Michels Family Financial
Texas
$843K -$8.2K -25 -1%
US Bancorp
208
US Bancorp
Minnesota
$840K +$587K +1,792 +261%
FA
209
Fiducient Advisors
Illinois
$833K +$806K +2,458 New
Betterment LLC
210
Betterment LLC
New York
$827K -$24.9K -76 -3%
JIC
211
Johnson Investment Counsel
Ohio
$815K +$86.5K +264 +12%
MWM
212
Modera Wealth Management
New Jersey
$813K +$4.92K +15 +0.6%
KPWS
213
Kestra Private Wealth Services
Texas
$795K +$656 +2 +0.1%
MAS
214
Madden Advisory Services
Florida
$795K -$24.9K -76 -3%
WP
215
WealthShield Partners
North Carolina
$776K -$6.88K -21 -0.9%
CPIG
216
Chicago Partners Investment Group
Illinois
$766K +$1.64K +5 +0.2%
PAS
217
Park Avenue Securities
New York
$750K -$4.26K -13 -0.6%
HWM
218
HB Wealth Management
Georgia
$749K +$355K +1,084 +96%
AWM
219
Avior Wealth Management
Nebraska
$712K -$360K -1,098 -34%
NLWP
220
Next Level Wealth Planning
Idaho
$711K +$198K +604 +40%
HFA
221
Highland Financial Advisors
New Jersey
$694K +$672K +2,050 New
OA
222
Operose Advisors
Wisconsin
$691K +$615K +1,877 +1,152%
SAMC
223
Spectrum Asset Management (California)
California
$680K -$11.5K -35 -2%
IWN
224
Independent Wealth Network
Iowa
$673K +$8.2K +25 +1%
HSA
225
HBK Sorce Advisory
Pennsylvania
$656K