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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
301
Rikoon Group
New Mexico
$301K +$64K +530 +28%
DWA
302
Divergent Wealth Advisors
Utah
$300K
FHA
303
Flagship Harbor Advisors
Massachusetts
$299K +$50.8K +421 +22%
TA
304
Trellis Advisors
Washington
$295K -$604 -5 -0.2%
CFA
305
CWS Financial Advisors
Michigan
$291K +$279K +2,312 New
TI
306
Truepoint Inc
Ohio
$284K
BAM
307
Belpointe Asset Management
Nevada
$284K +$121 +1 +0%
ECG
308
EPIQ Capital Group
California
$284K +$272K +2,253 New
NG
309
Northstar Group
New York
$280K +$269K +2,225 New
CWM
310
Cornerstone Wealth Management
Missouri
$271K -$4.35K -36 -2%
SWMG
311
Signature Wealth Management Group
Georgia
$271K +$7.49K +62 +3%
CS
312
Cannell & Spears
New York
$268K
SFS
313
Sowell Financial Services
Arkansas
$266K -$845 -7 -0.3%
BPB
314
Badgley, Phelps & Bell
Washington
$260K +$14.7K +122 +6%
C
315
Certuity
Florida
$260K +$249K +2,064 New
KFGK
316
Keystone Financial Group (Kentucky)
Kentucky
$259K
LNC
317
Lincoln National Corp
Pennsylvania
$258K +$247K +2,048 New
MWP
318
MYCIO Wealth Partners
Pennsylvania
$257K +$1.33K +11 +0.5%
SIA
319
Strategic Investment Advisors
Michigan
$257K +$29.3K +243 +14%
GC
320
Garde Capital
Washington
$252K -$4.71K -39 -2%
GRP
321
Global Retirement Partners
California
$251K +$966 +8 +0.4%
SFWC
322
Strategic Family Wealth Counselors
New Jersey
$245K +$234K +1,941 New
PNC
323
Park National Corp
Ohio
$244K
WA
324
Wealth Architects
California
$242K
GTAM
325
Global Trust Asset Management
Florida
$240K +$230K +1,906 New