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Vanguard Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
126
Prestige Wealth Management Group
New Jersey
$70K
TL
127
TrueWealth LLC
Georgia
$70K
RIA
128
Realta Investment Advisors
Delaware
$65K
CG
129
Cutler Group
California
$60K +$61.4K +1,000 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$57K +$30.1K +490 +108%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$57K +$57.1K +930 +46,500%
BBHC
132
Brown Brothers Harriman & Co
New York
$46K
MA
133
MUFG Americas
New York
$37K
US Bancorp
134
US Bancorp
Minnesota
$37K +$10.2K +166 +37%
RE
135
RBC Europe
United Kingdom
$36.5K
SPIA
136
Steward Partners Investment Advisory
New York
$35K +$1.84K +30 +5%
OIA
137
Optimum Investment Advisors
Illinois
$31K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$26K
TFGT
139
TS Financial Group (TSFG)
Illinois
$25K
WCM
140
Whitener Capital Management
North Carolina
$24K
TF
141
TimeScale Financial
Massachusetts
$23K
BlackRock
142
BlackRock
New York
$21K
HNB
143
Huntington National Bank
Ohio
$20K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$19K +$18.9K +308 New
HDIM
145
Hanson & Doremus Investment Management
Vermont
$15K
SFS
146
Sowell Financial Services
Arkansas
$15K +$14.7K +240 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$13K
CCM
148
Cribstone Capital Management
Maine
$13K +$5.28K +86 +66%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$12K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$12K