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Vanguard Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$504K +$532K +4,185 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$496K
PGA
78
Portland Global Advisors
Maine
$479K
RJFSA
79
Raymond James Financial Services Advisors
Florida
$450K -$636 -5 -0.1%
FT
80
Fiduciary Trust
Massachusetts
$435K
SIA
81
Stegner Investment Associates
Kentucky
$431K -$83.8K -659 -15%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$421K
IP
83
Ignite Planners
California
$419K -$25.4K -200 -5%
Mariner
84
Mariner
Kansas
$413K +$43.5K +342 +11%
SW
85
SVB Wealth
Massachusetts
$403K -$25.6K -201 -6%
SCM
86
Stordahl Capital Management
Colorado
$387K -$3.43K -27 -0.8%
NA
87
NewEdge Advisors
Louisiana
$379K
AF
88
Advisornet Financial
Minnesota
$373K +$3.05K +24 +0.8%
AFG
89
Allegheny Financial Group
Pennsylvania
$369K +$41.3K +325 +12%
CFG
90
Carr Financial Group
Massachusetts
$327K -$14.6K -115 -4%
BPA
91
Beacon Pointe Advisors
California
$326K -$5.59K -44 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$325K +$53.8K +423 +19%
AAS
93
Avantax Advisory Services
Texas
$324K -$636 -5 -0.2%
MML Investors Services
94
MML Investors Services
Massachusetts
$323K -$44.2K -348 -12%
B
95
Bailard
California
$321K +$44.5K +350 +15%
KPWS
96
Kestra Private Wealth Services
Texas
$313K
CRC
97
Curi RMB Capital
Illinois
$311K +$328K +2,580 New
ZF
98
Zhang Financial
Michigan
$286K
FWP
99
FAS Wealth Partners
Kansas
$283K +$890 +7 +0.3%
MGIA
100
Moneta Group Investment Advisors
Missouri
$281K +$69K +543 +30%