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Vanguard Extended Market ETF
VXF

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