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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
HBK Sorce Advisory
Pennsylvania
$590K -$238K -1,197 -28%
IA
77
IFP Advisors
Florida
$576K -$503K -2,532 -46%
SAM
78
Silvercrest Asset Management
New York
$566K +$2.38K +12 +0.4%
CI
79
Conning Inc
Connecticut
$540K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$501K -$2.58M -13,014 -83%
CAM
81
Cozad Asset Management
Illinois
$474K
GW
82
GW & Wade
Massachusetts
$473K
UCFA
83
United Capital Financial Advisors
Texas
$467K -$111K -559 -19%
FFM
84
Forum Financial Management
Illinois
$457K +$1.79K +9 +0.4%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$451K
AIA
86
Arbor Investment Advisors
North Carolina
$451K -$36.1K -182 -7%
KAS
87
Kestra Advisory Services
Texas
$421K +$31.8K +160 +8%
Corient Private Wealth
88
Corient Private Wealth
Florida
$420K
FNBOO
89
First National Bank of Omaha
Nebraska
$398K
AWAG
90
ARS Wealth Advisors Group
Florida
$382K -$29.6K -149 -7%
PWM
91
Paulson Wealth Management
Illinois
$362K
AAS
92
Avantax Advisory Services
Texas
$362K +$40.3K +203 +12%
CTC
93
Corundum Trust Company
South Dakota
$361K
SMWM
94
Silvia McColl Wealth Management
California
$327K -$7.94K -40 -2%
BJL
95
Brighton Jones LLC
Washington
$326K +$1.19K +6 +0.4%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$323K -$30.8K -155 -8%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$316K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$314K +$45.3K +228 +16%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$310K -$40.9K -206 -11%
PFS
100
Prospera Financial Services
Texas
$286K