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Vanguard Extended Market ETF
VXF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
451
Sweet Financial Partners
Minnesota
$482K – – –
WA
452
Wealth Architects
California
$481K – – –
LA
453
LM Advisors
California
$471K -$53.5K -322 -10%
SAG
454
SageView Advisory Group
California
$470K -$90.9M -547,432 -100%
TW
455
TrinityPoint Wealth
Connecticut
$466K +$15.8K +95 +4%
AWM
456
AE Wealth Management
Kansas
$465K -$979K -5,897 -69%
BI
457
Ballast Inc
Kentucky
$460K – – –
VP
458
Verum Partners
North Carolina
$458K -$59.6K -359 -12%
HA
459
Hanover Advisors
South Carolina
$456K +$4.98K +30 +1%
CSIA
460
Conrad Siegel Investment Advisors
Pennsylvania
$454K +$35.5K +214 +9%
CAG
461
Csenge Advisory Group
Florida
$451K +$664 +4 +0.2%
BWL
462
Bogart Wealth LLC
Virginia
$450K +$1.16K +7 +0.3%
PEA
463
Park Edge Advisors
Ohio
$447K +$52.5K +316 +14%
FHA
464
Flagship Harbor Advisors
Massachusetts
$445K +$174K +1,049 +70%
MAG
465
M3 Advisory Group
Massachusetts
$443K +$7.47K +45 +2%
LSPW
466
Lake Street Private Wealth
Illinois
$440K +$6.81K +41 +2%
PAWA
467
Palo Alto Wealth Advisors
California
$440K -$188K -1,132 -31%
CIA
468
Choate Investment Advisors
Massachusetts
$438K +$415K +2,500 New
ICG
469
InterOcean Capital Group
Tennessee
$436K -$145K -872 -26%
WS
470
Wela Strategies
Georgia
$434K -$88.5K -533 -18%
PG
471
Patten Group
Tennessee
$431K +$19.3K +116 +5%
HCM
472
Howland Capital Management
Massachusetts
$425K -$49.6K -299 -11%
SAM
473
SignalPoint Asset Management
Missouri
$423K +$401K +2,416 New
EWA
474
EverSource Wealth Advisors
Alabama
$421K -$9.96K -60 -2%
OCM
475
Osterweis Capital Management
California
$421K – – –
17 18
19
20 21