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Vanguard Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Pines Wealth Management
North Carolina
$731K
Q1WB
352
Quest 10 Wealth Builders
Virginia
$725K +$53.4K +470 +9%
AWA
353
Arkadios Wealth Advisors
Georgia
$725K -$10.3K -91 -2%
BWL
354
Bogart Wealth LLC
Virginia
$723K +$190K +1,677 +39%
AIA
355
Acute Investment Advisory
Arizona
$703K -$33.8K -298 -5%
PFPG
356
Pinnacle Financial Partners (Georgia)
Georgia
$701K -$107K -944 -14%
LW
357
Linscomb Wealth
Texas
$697K -$38.7K -341 -6%
HP
358
Holistic Planning
Texas
$694K +$96.9K +853 +18%
BEI
359
Benjamin Edwards Inc
Missouri
$690K +$385K +3,387 +147%
KCP
360
Kera Capital Partners
California
$690K +$645K +5,684 New
6F
361
626 Financial
Michigan
$686K +$406K +3,579 +173%
MW
362
Marble Wealth
Alabama
$682K -$13.2K -116 -2%
GWMIA
363
Global Wealth Management Investment Advisory
Florida
$672K -$15.2K -134 -2%
LFAS
364
Level Four Advisory Services
Texas
$672K +$69.5K +612 +12%
SAI
365
Savvy Advisors Inc
New York
$663K -$5.79K -51 -0.9%
RWM
366
RKL Wealth Management
Pennsylvania
$657K +$1.59K +14 +0.3%
PPC
367
Pennington Partners & Co
Maryland
$648K -$360K -3,169 -37%
ACA
368
Aptus Capital Advisors
Alabama
$640K +$35.7K +314 +6%
MYIA
369
Mount Yale Investment Advisors
Colorado
$638K -$88.5K -779 -13%
SC
370
Sapient Capital
Indiana
$632K +$161K +1,416 +37%
SPA
371
Sentinel Pension Advisors
Massachusetts
$623K -$4.09K -36 -0.7%
PVI
372
Pine Valley Investments
New Jersey
$617K -$31.5K -277 -5%
BTI
373
Blue Trust Inc
Georgia
$616K -$3.18K -28 -0.5%
TWA
374
Trellis Wealth Advisors
California
$616K
AIC
375
Archer Investment Corporation
Indiana
$614K +$6.36K +56 +1%