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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OW
476
Olistico Wealth
Oklahoma
$305K -$11.2K -75 -3%
SFP
477
Sandbox Financial Partners
Maryland
$305K +$150 +1 +0%
TWM
478
Tanager Wealth Management
United Kingdom
$304K – – –
GT
479
Glenmede Trust
Pennsylvania
$301K – – –
CS
480
Cannell & Spears
New York
$301K – – –
NLP
481
Next Level Private
New York
$299K -$3K -20 -0.9%
MA
482
MKT Advisors
California
$297K +$13.6K +91 +5%
RSWM
483
Robertson Stephens Wealth Management
California
$296K -$2.4K -16 -0.8%
LMKC
484
L.M. Kohn & Company
Ohio
$293K +$85.5K +570 +39%
BFA
485
Beacon Financial Advisory
Ohio
$292K +$306K +2,040 New
CRWM
486
Castle Rock Wealth Management
California
$292K +$600 +4 +0.2%
AWG
487
Altus Wealth Group
Colorado
$290K +$58.5K +390 +24%
CTA
488
Chesley Taft & Associates
Illinois
$289K +$6K +40 +2%
RIS
489
Retirement Income Solutions
Michigan
$288K – – –
WCFA
490
Walkner Condon Financial Advisors
Wisconsin
$287K -$900 -6 -0.3%
GC
491
Garde Capital
Washington
$287K – – –
KFGK
492
Keystone Financial Group (Kentucky)
Kentucky
$286K – – –
IWM
493
IHT Wealth Management
Illinois
$285K +$298K +1,987 New
SAM
494
SP Asset Management
California
$284K +$900 +6 +0.3%
SGCA
495
Steel Grove Capital Advisors
Tennessee
$284K – – –
NG
496
Northstar Group
New York
$282K – – –
EWM
497
Evercore Wealth Management
New York
$280K – – –
BPWM
498
Badgley Phelps Wealth Managers
Washington
$279K +$22.3K +149 +8%
LAS
499
Lloyd Advisory Services
Georgia
$276K +$195K +1,301 New
NG
500
Norden Group
Utah
$276K +$195K +1,301 New