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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Berger Financial Group
Minnesota
$245K -$600 -4 -0.2%
PGF
527
Plan Group Financial
Oklahoma
$245K +$256K +1,709 New
MLFP
528
MPS Loria Financial Planners
Illinois
$242K
JWA
529
JFS Wealth Advisors
Pennsylvania
$242K
GKIM
530
GW&K Investment Management
Massachusetts
$241K +$47.1K +314 +23%
TA
531
Tiedemann Advisors
New York
$241K +$300 +2 +0.1%
HBT
532
Hills Bank & Trust
Iowa
$238K
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$236K -$5.7K -38 -2%
GWS
534
Glassman Wealth Services
Virginia
$233K +$142K +950 +141%
LSPW
535
Lake Street Private Wealth
Illinois
$233K +$21.4K +143 +10%
RWP
536
RWA Wealth Partners
Massachusetts
$232K +$2.55K +17 +1%
PTC
537
Private Trust Company
Ohio
$230K
OIA
538
OneDigital Investment Advisors
Kansas
$229K +$300 +2 +0.1%
BAM
539
Belpointe Asset Management
Nevada
$228K +$150 +1 +0.1%
SFWC
540
Strategic Family Wealth Counselors
New Jersey
$226K +$450 +3 +0.2%
CCWM
541
Cassaday & Co Wealth Management
Virginia
$225K
FWM
542
Fortress Wealth Management
California
$223K
CWM
543
ClientFirst Wealth Management
Arkansas
$223K +$36.1K +241 +18%
CIA
544
Capital Investment Advisors
Georgia
$223K
NSAM
545
North Star Asset Management
Wisconsin
$223K +$233K +1,553 New
CAM
546
Crestone Asset Management
Colorado
$222K
SWP
547
Strategic Wealth Partners
Ohio
$218K -$11.8K -79 -5%
LPAM
548
Lodestar Private Asset Management
California
$216K
LIG
549
Lokken Investment Group
Delaware
$215K +$2.7K +18 +1%
GFS
550
GYL Financial Synergies
Connecticut
$215K +$150 +1 +0.1%