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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Wealthstream Advisors
New York
$604K
PAWA
402
Palo Alto Wealth Advisors
California
$599K +$48.6K +331 +10%
BFG
403
Bouchey Financial Group
New York
$589K
NCM
404
Northwest Capital Management
Oregon
$587K
GRP
405
Global Retirement Partners
California
$571K -$45.3K -308 -8%
ASN
406
Advisory Services Network
Georgia
$570K -$25.1K -171 -5%
FNBT
407
FineMark National Bank & Trust
Florida
$569K -$129K -875 -20%
WFA
408
Wellspring Financial Advisors
Ohio
$560K +$500K +3,405 New
LL
409
LPWM LLC
Minnesota
$554K +$38.1K +259 +8%
BSW
410
Buckingham Strategic Wealth
Missouri
$553K -$1.62K -11 -0.3%
TYCC
411
Texas Yale Capital Corp
Florida
$553K
JIC
412
Joel Isaacson & Co
New York
$553K
ICG
413
InterOcean Capital Group
Tennessee
$553K -$89.6K -610 -15%
FFM
414
Forum Financial Management
Illinois
$552K +$133K +905 +37%
PFS
415
Prospera Financial Services
Texas
$551K +$13.1K +89 +3%
IWC
416
Integrated Wealth Concepts
Massachusetts
$551K -$58.3K -397 -11%
WS
417
Wedbush Securities
California
$551K -$166K -1,128 -25%
SWM
418
Selective Wealth Management
Virginia
$549K +$46.1K +314 +10%
IC
419
Inscription Capital
Texas
$548K
SCA
420
Sage Capital Advisors
South Dakota
$539K -$11.6K -79 -2%
AWG
421
Altus Wealth Group
Colorado
$536K +$182K +1,236 +61%
CA
422
CGN Advisors
Kansas
$526K -$15.4K -105 -3%
NCM
423
Narwhal Capital Management
Georgia
$525K
LA
424
LM Advisors
California
$522K +$466K +3,172 New
GRA
425
Golden Road Advisors
Florida
$521K +$466K +3,170 New