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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
SeaCrest Wealth Management
New York
$224K -$1.98K -12 -0.9%
BWM
527
BCS Wealth Management
Tennessee
$222K +$220K +1,339 New
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$220K -$2.47K -15 -1%
LIG
529
Lokken Investment Group
Delaware
$220K
KL
530
KWMG LLC
Kansas
$219K
GIA
531
Gladstone Institutional Advisory
Florida
$219K +$22.4K +136 +11%
MRCM
532
M&R Capital Management
New Jersey
$218K +$11.8K +72 +6%
SBIA
533
Sheaff Brock Investment Advisors
Indiana
$215K
WS
534
Wela Strategies
Georgia
$214K -$136K -827 -39%
SWA
535
Sax Wealth Advisors
New Jersey
$214K
SWA
536
Stratos Wealth Advisors
Ohio
$214K +$165 +1 +0.1%
CWS
537
Confluence Wealth Services
Pennsylvania
$212K +$12.8K +78 +6%
SIS
538
SVB Investment Services
Utah
$210K +$208K +1,265 New
PAS
539
Park Avenue Securities
New York
$209K -$20.7K -126 -9%
SB
540
Strategic Blueprint
Georgia
$208K
AWA
541
Amplius Wealth Advisors
Pennsylvania
$204K -$222K -1,349 -52%
CFO
542
Custos Family Office
Texas
$204K +$165 +1 +0.1%
ODFS
543
O'Donnell Financial Services
California
$203K +$201K +1,223 New
WSTAM
544
Wilbanks Smith & Thomas Asset Management
Virginia
$201K
SPA
545
Sentinel Pension Advisors
Massachusetts
$201K +$199K +1,211 New
JWM
546
Janiczek Wealth Management
Colorado
$198K -$823 -5 -0.4%
HBT
547
Hills Bank & Trust
Iowa
$197K
LWANC
548
Laurel Wealth Advisors (North Carolina)
North Carolina
$181K
WFA
549
Wellspring Financial Advisors
Ohio
$176K -$99.1K -602 -36%
SAM
550
S.A. Mason
Michigan
$176K