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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$811K +$33.7K +170 +5%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$768K +$715K +3,610 New
AAS
78
Avantax Advisory Services
Texas
$754K +$326K +1,644 +87%
WANY
79
Wealthspire Advisors (New York)
New York
$727K
CHA
80
Carmichael Hill & Associates
Maryland
$715K
GVAG
81
Great Valley Advisor Group
Delaware
$691K
IA
82
IFP Advisors
Florida
$643K
SAM
83
Silvercrest Asset Management
New York
$635K +$2.38K +12 +0.4%
PSP
84
Principal Street Partners
Tennessee
$558K -$520K -2,624 -50%
CAM
85
Cozad Asset Management
Illinois
$529K
SFA
86
Sequoia Financial Advisors
Ohio
$527K +$491K +2,478 New
GW
87
GW & Wade
Massachusetts
$527K
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$514K +$9.91K +50 +2%
FFM
89
Forum Financial Management
Illinois
$512K +$2.18K +11 +0.5%
AIA
90
Arbor Investment Advisors
North Carolina
$503K +$396 +2 +0.1%
Corient Private Wealth
91
Corient Private Wealth
Florida
$469K
FNBOO
92
First National Bank of Omaha
Nebraska
$445K
BFPW
93
BOK Financial Private Wealth
Colorado
$413K -$508K -2,565 -57%
PWM
94
Paulson Wealth Management
Illinois
$404K
AWAG
95
ARS Wealth Advisors Group
Florida
$403K -$21.4K -108 -5%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$391K +$28.1K +142 +8%
SMWM
97
Silvia McColl Wealth Management
California
$376K +$9.91K +50 +3%
BJL
98
Brighton Jones LLC
Washington
$366K +$1.39K +7 +0.4%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$353K +$198 +1 +0.1%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$341K -$9.12K -46 -3%