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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
76
Principal Street Partners
Tennessee
$708K -$982K -5,682 -58%
TVAMP
77
Tennessee Valley Asset Management Partners
Tennessee
$707K -$11.9K -69 -2%
Creative Planning
78
Creative Planning
Kansas
$677K +$77.1K +446 +13%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$670K +$36.5K +211 +6%
WANY
80
Wealthspire Advisors (New York)
New York
$585K
GVAG
81
Great Valley Advisor Group
Delaware
$558K
BAAM
82
Baker Avenue Asset Management
California
$518K +$521K +3,015 New
Stifel Financial
83
Stifel Financial
Missouri
$504K -$34.7K -201 -6%
CI
84
Conning Inc
Connecticut
$486K
AIA
85
Arbor Investment Advisors
North Carolina
$445K -$9.68K -56 -2%
CAM
86
Cozad Asset Management
Illinois
$427K
GW
87
GW & Wade
Massachusetts
$426K
FFM
88
Forum Financial Management
Illinois
$406K +$409K +2,366 New
KFGK
89
Keystone Financial Group (Kentucky)
Kentucky
$406K
FNBOO
90
First National Bank of Omaha
Nebraska
$359K
KAS
91
Kestra Advisory Services
Texas
$355K -$27.3K -158 -7%
AWAG
92
ARS Wealth Advisors Group
Florida
$348K -$43.9K -254 -11%
WC
93
Wealth CMT
New Jersey
$346K +$691 +4 +0.2%
BFG
94
Bleakley Financial Group
New Jersey
$336K +$338K +1,957 New
BAM
95
Belpointe Asset Management
Nevada
$331K
PWM
96
Paulson Wealth Management
Illinois
$326K
SMWM
97
Silvia McColl Wealth Management
California
$301K +$303K +1,755 New
RJT
98
Raymond James Trust
Florida
$300K +$302K +1,749 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$292K +$294K +1,699 New
BJL
100
Brighton Jones LLC
Washington
$290K +$2.42K +14 +0.8%