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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
226
Strategic Wealth Partners Group
Illinois
$749K +$718K +5,942 New
PJSIMP
227
P.J. Schmidt Investment Management (PJS)
Wisconsin
$746K
IWC
228
Integrated Wealth Concepts
Massachusetts
$746K +$89.6K +742 +14%
EWM
229
Evermay Wealth Management
Virginia
$741K -$2.29K -19 -0.3%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$723K +$403K +3,336 +138%
FAAS
231
First Allied Advisory Services
California
$718K -$31.9K -264 -4%
JWCA
232
J.W. Cole Advisors
Florida
$689K +$661K +5,471 New
SWP
233
Strategic Wealth Partners
Ohio
$678K -$40.7K -337 -6%
CBU
234
CIBC Bank USA
Illinois
$677K -$121 -1 -0%
TYCC
235
Texas Yale Capital Corp
Florida
$656K
TFS
236
TrustCore Financial Services
Tennessee
$652K
FFN
237
Focus Financial Network
Minnesota
$649K -$50K -414 -7%
SAM
238
Secure Asset Management
Michigan
$635K +$609K +5,040 New
NCM
239
Narwhal Capital Management
Georgia
$632K
CFMC
240
Curbstone Financial Management Corp
New Hampshire
$621K +$595K +4,930 New
PP
241
PagnatoKarp Partners
Virginia
$606K -$18.2K -151 -3%
TF
242
TimeScale Financial
Massachusetts
$589K -$146K -1,205 -20%
SPIA
243
Steward Partners Investment Advisory
New York
$587K +$20.4K +169 +4%
PFS
244
Prospera Financial Services
Texas
$580K -$59.2K -490 -10%
LFA
245
Landmark Financial Advisors
Kentucky
$577K +$538K +4,454 New
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$567K -$13.3K -110 -2%
SPC
247
Sigma Planning Corp
Michigan
$551K +$34.5K +286 +7%
NFG
248
Next Financial Group
Texas
$539K +$112K +926 +28%
CWM
249
CCG Wealth Management
California
$518K
GT
250
Glenmede Trust
Pennsylvania
$513K -$57.5K -476 -10%