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Vanguard Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$455K – – –
HI
177
Harbour Investments
Wisconsin
$444K +$439K +4,978 New
CCM
178
Cribstone Capital Management
Maine
$440K +$7.4K +84 +2%
MAFM
179
Mid Atlantic Financial Management
Pennsylvania
$439K +$7.05K +80 +2%
BWM
180
Baystate Wealth Management
Massachusetts
$432K +$705 +8 +0.2%
GLA
181
Good Life Advisors
Pennsylvania
$421K +$26.8K +304 +7%
LFAS
182
Level Four Advisory Services
Texas
$415K -$5.64K -64 -1%
CAL
183
Capital Advisors Ltd
Ohio
$405K +$400K +4,540 New
CW
184
CreativeOne Wealth
Kansas
$405K +$401K +4,548 New
EWM
185
Echo Wealth Management
Minnesota
$394K – – –
RVPG
186
Relative Value Partners Group
$391K – – –
AIA
187
Arbor Investment Advisors
North Carolina
$386K -$207K -2,354 -35%
GSWM
188
Golden State Wealth Management
California
$365K +$529 +6 +0.1%
PF
189
Phoenix Financial
Israel
$363K -$776K -8,808 -68%
PTC
190
Private Trust Company
Ohio
$363K – – –
PT
191
Plimoth Trust
Massachusetts
$363K +$36.8K +418 +11%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$355K +$352K +3,988 New
SW
193
SVB Wealth
Massachusetts
$353K +$349K +3,964 New
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$348K +$266K +3,020 +343%
AllianceBernstein
195
AllianceBernstein
Tennessee
$344K -$3K -34 -0.9%
CWP
196
CFM Wealth Partners
Texas
$340K – – –
SEP
197
Southland Equity Partners
Missouri
$339K – – –
PIA
198
Powell Investment Advisors
Florida
$337K +$333K +3,776 New
VFA
199
Valeo Financial Advisors
Indiana
$337K +$333K +3,780 New
FWIA
200
Fort Washington Investment Advisors
Ohio
$333K – – –