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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
MorganRosel Wealth Management
Colorado
$792K +$180K +1,328 +29%
ATC
302
Argent Trust Co
Tennessee
$783K -$11.9K -88 -1%
GVAG
303
Great Valley Advisor Group
Delaware
$781K +$26.3K +194 +3%
SF
304
Synovus Financial
Georgia
$780K -$26.3K -194 -3%
UCFA
305
United Capital Financial Advisors
Texas
$763K +$32.5K +240 +4%
GKIM
306
GW&K Investment Management
Massachusetts
$755K +$747K +5,511 +3,149%
VIA
307
Vident Investment Advisory
Georgia
$753K +$768K +5,669 New
SWPG
308
Strategic Wealth Partners Group
Illinois
$750K +$1.49K +11 +0.2%
PNC
309
Park National Corp
Ohio
$743K -$27.1K -200 -3%
AO
310
Advisor OS
Illinois
$739K +$754K +5,564 New
HKIMG
311
Hutchens & Kramer Investment Management Group
Indiana
$729K +$21.7K +160 +3%
HWM
312
HB Wealth Management
Georgia
$722K +$73.2K +540 +11%
MBT
313
Montecito Bank & Trust
California
$716K -$185K -1,362 -20%
WT
314
Whittier Trust
California
$712K -$209K -1,544 -22%
LRIA
315
Leonard Rickey Investment Advisors
Washington
$711K +$6.23K +46 +0.9%
MAA
316
Matrix Asset Advisors
New York
$706K
TFS
317
TrustCore Financial Services
Tennessee
$705K -$949 -7 -0.1%
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$695K -$210K -1,552 -23%
AP
319
Adero Partners
California
$690K +$38.5K +284 +6%
PFS
320
Prospera Financial Services
Texas
$684K +$22.8K +168 +3%
BWS
321
BCR Wealth Strategies
Alabama
$674K
GSAM
322
Grant Street Asset Management
Pennsylvania
$671K -$21.8K -161 -3%
SAM
323
Secure Asset Management
Michigan
$656K
SRC
324
Sage Rhino Capital
California
$644K -$10.2K -75 -2%
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$642K +$654K +4,830 New