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Vanguard Extended Market ETF
VXF

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Apexium Financial
Texas
$1.76M – – –
GWM
227
Geneos Wealth Management
Colorado
$1.74M +$630K +4,203 +53%
PCIA
228
Prime Capital Investment Advisors
Kansas
$1.72M -$5.25K -35 -0.3%
TFM
229
TFC Financial Management
Massachusetts
$1.71M +$1.2K +8 +0.1%
PCFFS
230
Pacific Center for Financial Services
California
$1.69M -$7.35K -49 -0.4%
MG
231
Mather Group
Illinois
$1.67M -$3.35M -22,325 -66%
LSIA
232
LaSalle St. Investment Advisors
Illinois
$1.66M +$140K +936 +9%
WAS
233
Wealth Advisory Solutions
Indiana
$1.64M -$264K -1,759 -13%
KBC
234
Key Bridge Compliance
$1.64M +$1.72M +11,453 New
FOFP
235
Fee-Only Financial Planning
South Carolina
$1.64M -$46.2K -308 -3%
AFAS
236
Acorn Financial Advisory Services
Virginia
$1.61M -$5.85K -39 -0.3%
PFO
237
Pathstone Family Office
New Jersey
$1.59M +$1.06M +7,038 +174%
PIMG
238
Patriot Investment Management Group
Tennessee
$1.58M -$26.7K -178 -2%
PA
239
Procyon Advisors
Connecticut
$1.58M +$21K +140 +1%
TAM
240
Tocqueville Asset Management
New York
$1.56M – – –
NP
241
NorthRock Partners
Minnesota
$1.56M -$22.9K -153 -1%
FWI
242
Facet Wealth Inc
Maryland
$1.51M +$26.8K +179 +2%
FHB
243
First Hawaiian Bank
Hawaii
$1.5M – – –
FF
244
Friedenthal Financial
New Jersey
$1.48M -$48K -320 -3%
PFM
245
Phillips Financial Management
Indiana
$1.48M -$18.7K -125 -1%
UB
246
UMB Bank
Missouri
$1.46M – – –
LSAG
247
Lake Street Advisors Group
New Hampshire
$1.45M +$2.55K +17 +0.2%
ZF
248
Zhang Financial
Michigan
$1.45M +$120K +802 +9%
TA
249
TruWealth Advisors
Louisiana
$1.44M -$18.4K -123 -1%
AT
250
Avalon Trust
New Mexico
$1.41M – – –
8 9
10
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