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Vanguard Extended Market ETF
VXF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
326
Lionsbridge Wealth Management
Florida
$1.4M +$477K +2,686 +58%
FWI
327
Facet Wealth Inc
Maryland
$1.38M -$281K -1,585 -18%
KBFS
328
Kohmann Bosshard Financial Services
Ohio
$1.38M -$62.2K -350 -5%
CIA
329
Choate Investment Advisors
Massachusetts
$1.37M +$842K +4,742 +201%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$1.35M +$658K +3,705 +112%
SIP
331
Sellwood Investment Partners
Oregon
$1.34M +$215K +1,213 +21%
AI
332
Atria Investments
North Carolina
$1.32M -$1.98M -11,139 -62%
VAS
333
Vestmark Advisory Solutions
Massachusetts
$1.31M +$361K +2,033 +43%
WTC
334
WhitTier Trust Company
Nevada
$1.3M -$238K -1,341 -17%
CFP
335
Cascade Financial Partners
California
$1.3M -$153K -863 -11%
GAM
336
Gotham Asset Management
New York
$1.29M – – –
GL
337
Graypoint LLC
New York
$1.28M – – –
SF
338
Synovus Financial
Georgia
$1.28M -$33.2K -187 -3%
YIM
339
Yoffe Investment Management
Pennsylvania
$1.28M +$533 +3 +0%
DWP
340
Destiny Wealth Partners
Florida
$1.27M – – –
SWM
341
Selective Wealth Management
Virginia
$1.27M +$78.1K +440 +7%
UB
342
UMB Bank
Missouri
$1.27M – – –
BRWA
343
B. Riley Wealth Advisors
Florida
$1.26M +$1.16M +6,550 New
BSA
344
Bull Street Advisors
Georgia
$1.26M – – –
VBFP
345
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$1.16M +6,510 New
EWA
346
EverSource Wealth Advisors
Alabama
$1.24M -$83.5K -470 -7%
CL
347
Choreo LLC
Illinois
$1.24M +$55.8K +314 +5%
PNC
348
Park National Corp
Ohio
$1.23M -$20.4K -115 -2%
BFS
349
BridgePort Financial Solutions
Iowa
$1.22M -$26.5K -149 -2%
LSPW
350
Lake Street Private Wealth
Illinois
$1.22M +$15.3K +86 +1%
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