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Vanguard Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$117K
KPW
127
Kore Private Wealth
New York
$113K +$108K +1,700 New
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K -$36.6K -576 -28%
RWA
129
Ropes Wealth Advisors
Massachusetts
$100K
WP
130
WealthShield Partners
North Carolina
$96K +$2.67K +42 +3%
AIM
131
Arcadia Investment Management
Michigan
$93K
PA
132
Parallel Advisors
California
$88K
PCG
133
Private Capital Group
Connecticut
$86K -$7.62K -120 -8%
FHA
134
Flagship Harbor Advisors
Massachusetts
$82K +$69.6K +1,096 +783%
CFGS
135
Concourse Financial Group Securities
Alabama
$77K +$62.6K +986 +580%
TL
136
TrueWealth LLC
Georgia
$76K
CIAS
137
CBIZ Investment Advisory Services
Ohio
$73K
RIA
138
Realta Investment Advisors
Delaware
$69K
BW
139
Bison Wealth
Georgia
$66K +$62.9K +990 New
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$65K +$2.41K +38 +4%
BBHC
141
Brown Brothers Harriman & Co
New York
$50K
FP
142
Financial Perspectives
Minnesota
$48.8K +$46.5K +732 New
MA
143
MUFG Americas
New York
$40K
RE
144
RBC Europe
United Kingdom
$39.9K
SPIA
145
Steward Partners Investment Advisory
New York
$38K
LWA
146
Lenox Wealth Advisors
New York
$38K +$36.2K +570 New
BlackRock
147
BlackRock
New York
$36K +$12.5K +196 +57%
US Bancorp
148
US Bancorp
Minnesota
$35K -$5.97K -94 -15%
OIA
149
Optimum Investment Advisors
Illinois
$34K +$254 +4 +0.8%
BWA
150
BDO Wealth Advisors
Florida
$32K +$30.5K +480 New