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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OW
476
Olistico Wealth
Oklahoma
$470K -$126K -723 -22%
VP
477
Verum Partners
North Carolina
$467K +$1.57K +9 +0.4%
JSW
478
Journey Strategic Wealth
New Jersey
$461K +$443K +2,534 New
LA
479
LM Advisors
California
$460K -$28.1K -161 -6%
NS
480
NBC Securities
Alabama
$459K -$17.5K -100 -4%
FFWA
481
Forthright Family Wealth Advisory
Texas
$449K -$11K -63 -3%
FMWA
482
Forvis Mazars Wealth Advisors
Missouri
$446K +$14.5K +83 +4%
AWM
483
AE Wealth Management
Kansas
$445K -$25K -143 -6%
GRP
484
Global Retirement Partners
California
$440K -$181K -1,038 -30%
WJA
485
Willis Johnson & Associates
Texas
$439K +$1.4K +8 +0.3%
EWA
486
Etesian Wealth Advisors
Oregon
$436K +$419K +2,398 New
PAWA
487
Palo Alto Wealth Advisors
California
$436K +$2.45K +14 +0.6%
CW
488
CreativeOne Wealth
Kansas
$433K +$86K +492 +26%
MA
489
MONECO Advisors
Connecticut
$433K -$17.1K -98 -4%
RG
490
Rathbones Group
United Kingdom
$431K
PWM
491
Perigon Wealth Management
California
$431K +$2.45K +14 +0.6%
BFM
492
Boston Financial Management
Massachusetts
$431K
NIC
493
Northwest Investment Counselors
Oregon
$429K -$17.5K -100 -4%
LEA
494
Legacy Edge Advisors
New York
$426K
CCA
495
Clarity Capital Advisors
Florida
$425K +$1.4K +8 +0.3%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$422K -$699 -4 -0.2%
EWA
497
EverSource Wealth Advisors
Alabama
$421K -$33.9K -194 -8%
FFA
498
Farther Finance Advisors
California
$420K +$250K +1,429 +162%
CAWM
499
Capital Advisors Wealth Management
Washington
$419K +$28.3K +162 +8%
NG
500
Northstar Group
New York
$419K -$4.37K -25 -1%