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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$931K
WIA
77
World Investment Advisors
California
$909K -$534K -2,409 -38%
CB
78
CNB Bank
Pennsylvania
$880K +$837K +3,777 New
IAG
79
Investment Advisory Group
Massachusetts
$865K +$823K +3,712 New
Creative Planning
80
Creative Planning
Kansas
$848K -$37.7K -170 -4%
BCV
81
Banque Cantonale Vaudoise
Switzerland
$841K
WANY
82
Wealthspire Advisors (New York)
New York
$796K
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$792K -$751K -3,386 -50%
GVAG
84
Great Valley Advisor Group
Delaware
$771K +$13.3K +60 +2%
CHA
85
Carmichael Hill & Associates
Maryland
$728K -$52.5K -237 -7%
CAM
86
Cresset Asset Management
Illinois
$725K +$690K +3,113 New
Osaic Holdings
87
Osaic Holdings
Arizona
$724K -$171K -773 -20%
IA
88
IFP Advisors
Florida
$704K
SAM
89
Silvercrest Asset Management
New York
$697K +$2K +9 +0.3%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$609K +$44.3K +200 +8%
PSP
91
Principal Street Partners
Tennessee
$607K
CAM
92
Cozad Asset Management
Illinois
$579K
SFA
93
Sequoia Financial Advisors
Ohio
$577K
FFM
94
Forum Financial Management
Illinois
$562K +$1.55K +7 +0.3%
AIA
95
Arbor Investment Advisors
North Carolina
$551K +$443 +2 +0.1%
Corient Private Wealth
96
Corient Private Wealth
Florida
$513K
PWM
97
Paulson Wealth Management
Illinois
$443K
AWAG
98
ARS Wealth Advisors Group
Florida
$441K
CPA
99
Capital Planning Advisors
California
$438K +$97.6K +440 +31%
SMWM
100
Silvia McColl Wealth Management
California
$405K +$1.33K +6 +0.3%