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Vanguard Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$287K +$256K +3,534 New
AllianceBernstein
302
AllianceBernstein
Tennessee
$283K -$118K -1,628 -32%
FSA
303
Fort Sheridan Advisors
Illinois
$283K +$253K +3,487 New
RTL
304
Red Tortoise LLC
Georgia
$280K +$97.3K +1,343 +64%
BFA
305
Brown Financial Advisory
Alabama
$279K
IA
306
IFP Advisors
Florida
$278K -$71.8K -991 -22%
MFIM
307
Mesirow Financial Investment Management
Illinois
$276K +$246K +3,401 New
WANY
308
Wealthspire Advisors (New York)
New York
$272K +$5K +69 +2%
FPGK
309
Financial Partners Group (Kansas)
Kansas
$271K +$290 +4 +0.1%
WPC
310
Wedmont Private Capital
Pennsylvania
$260K +$1.09K +15 +0.5%
MMPW
311
Mitchell McLeod Pugh & Williams
Alabama
$260K
SL
312
Sentry LLC
Tennessee
$260K
KFP
313
Keener Financial Planning
Texas
$256K +$229K +3,156 New
Charles Schwab
314
Charles Schwab
California
$255K +$228K +3,150 New
FNBOO
315
First National Bank of Omaha
Nebraska
$254K +$724 +10 +0.3%
EWM
316
Endowment Wealth Management
Wisconsin
$251K -$1.45K -20 -0.6%
GVAG
317
Great Valley Advisor Group
Delaware
$251K -$7.46K -103 -3%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K +$80.1K +1,106 +56%
ORC
319
O'Rourke & Company
Massachusetts
$249K +$507 +7 +0.2%
MW
320
Marcum Wealth
Ohio
$243K -$78.9K -1,089 -27%
VVP
321
Venture Visionary Partners
Ohio
$242K
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$242K -$2.7M -37,342 -93%
SGI
323
Summit Global Investments
Utah
$241K +$215K +2,969 New
JWCA
324
J.W. Coons Advisors
Ohio
$238K +$212K +2,930 New
SVWAG
325
Sound View Wealth Advisors Group
Georgia
$236K -$28.2K -390 -12%