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Vanguard Extended Market ETF
VXF

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
501
BOK Financial
Oklahoma
$307K +$21.6K +115 +7%
FFM
502
Forum Financial Management
Illinois
$306K +$314K +1,671 New
WFA
503
Wellspring Financial Advisors
Ohio
$305K +$564 +3 +0.2%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$305K +$23.1K +123 +8%
HSA
505
HBK Sorce Advisory
Pennsylvania
$304K +$313K +1,665 New
SWP
506
Strategic Wealth Partners
Ohio
$301K -$752 -4 -0.2%
CIA
507
Capital Investment Advisors
Georgia
$299K – – –
GWS
508
Glassman Wealth Services
Virginia
$297K -$3.76K -20 -1%
AA
509
Advisory Alpha
Michigan
$293K +$301K +1,601 New
RA
510
Rodgers & Associates
Pennsylvania
$290K -$5.64K -30 -2%
JFG
511
JMG Financial Group
Illinois
$290K – – –
CWM
512
Circle Wealth Management
New Jersey
$290K +$298K +1,584 New
USCWA
513
U.S. Capital Wealth Advisors
Texas
$288K +$296K +1,575 New
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$284K – – –
FFN
515
Focus Financial Network
Minnesota
$280K +$288K +1,529 New
SWM
516
Sugarloaf Wealth Management
Georgia
$278K -$11.5K -61 -4%
MAM
517
Meeder Asset Management
Ohio
$278K +$199K +1,056 +227%
IP
518
Intellectus Partners
California
$273K -$431K -2,294 -61%
C
519
Certuity
Florida
$273K -$5.83K -31 -2%
BFO
520
Biltmore Family Office
North Carolina
$273K -$3.38K -18 -1%
LIG
521
Lokken Investment Group
Delaware
$272K -$120K -637 -30%
BPWM
522
Badgley Phelps Wealth Managers
Washington
$272K – – –
RDWM
523
Red Door Wealth Management
Tennessee
$267K +$188 +1 +0.1%
SFWC
524
Strategic Family Wealth Counselors
New Jersey
$266K -$18.2K -97 -6%
MCWS
525
McKinley Carter Wealth Services
West Virginia
$263K +$28.8K +153 +12%
19 20
21
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