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Vanguard Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$1.15M
GVAG
77
Great Valley Advisor Group
Delaware
$1.13M +$327K +1,408 +43%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.13M +$98.1K +423 +10%
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$1.12M
BAAM
80
Baker Avenue Asset Management
California
$1.01M -$34.8K -150 -3%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$964K -$77.7K -335 -8%
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$957K
CB
83
CNB Bank
Pennsylvania
$905K
CAM
84
Cresset Asset Management
Illinois
$891K +$139K +600 +19%
Creative Planning
85
Creative Planning
Kansas
$877K +$5.1K +22 +0.6%
WANY
86
Wealthspire Advisors (New York)
New York
$819K
FC
87
Fairscale Capital
New Hampshire
$735K +$682K +2,939 New
SAM
88
Silvercrest Asset Management
New York
$717K
IA
89
IFP Advisors
Florida
$713K -$10.7K -46 -2%
CHA
90
Carmichael Hill & Associates
Maryland
$635K -$110K -475 -15%
PSP
91
Principal Street Partners
Tennessee
$629K
CAM
92
Cozad Asset Management
Illinois
$595K
SFA
93
Sequoia Financial Advisors
Ohio
$594K
FFM
94
Forum Financial Management
Illinois
$578K
AIA
95
Arbor Investment Advisors
North Carolina
$567K
CPA
96
Capital Planning Advisors
California
$554K +$99.7K +430 +23%
PWM
97
Paulson Wealth Management
Illinois
$455K
CTC
98
Corundum Trust Company
South Dakota
$453K +$439K +1,892 New
AWAG
99
ARS Wealth Advisors Group
Florida
$451K -$2.55K -11 -0.6%
BFPW
100
BOK Financial Private Wealth
Colorado
$434K +$32.2K +139 +8%