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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
526
Northstar Group
New York
$323K – – –
EWM
527
Evercore Wealth Management
New York
$322K – – –
MRCM
528
M&R Capital Management
New Jersey
$321K +$118K +802 +70%
SEIA
529
Signature Estate & Investment Advisors
California
$321K -$27.6K -188 -9%
BPWM
530
Badgley Phelps Wealth Managers
Washington
$320K – – –
BWIA
531
Bryant Woods Investment Advisors
New York
$316K +$294 +2 +0.1%
TI
532
Truepoint Inc
Ohio
$315K -$62.5K -425 -18%
CAM
533
Cozad Asset Management
Illinois
$312K – – –
JIC
534
Johnson Investment Counsel
Ohio
$310K +$277K +1,884 New
MIA
535
Milestone Investment Advisors
Wisconsin
$308K -$169K -1,153 -38%
CG
536
Caprock Group
Idaho
$307K – – –
PWM
537
Perigon Wealth Management
California
$306K -$3.97K -27 -1%
BFC
538
Bedel Financial Consulting
Indiana
$305K +$273K +1,857 New
RSWM
539
Robertson Stephens Wealth Management
California
$304K -$30.3K -206 -10%
FCI
540
Financial Counselors Inc
Kansas
$304K – – –
SWM
541
Shakespeare Wealth Management
Wisconsin
$304K – – –
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$304K -$21.8K -148 -7%
SAM
543
SP Asset Management
California
$303K -$20.7K -141 -7%
TFA
544
Teamwork Financial Advisors
Texas
$301K +$4.41K +30 +2%
SI
545
Saxon Interests
Texas
$300K +$268K +1,822 New
HWMA
546
Heritage Wealth Management (Arizona)
Arizona
$299K +$267K +1,818 New
CW
547
CreativeOne Wealth
Kansas
$295K +$264K +1,794 New
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$292K +$147 +1 +0.1%
IFS
549
Intelligent Financial Strategies
Minnesota
$288K +$1.91K +13 +0.7%
SFG
550
Seamount Financial Group
Colorado
$286K +$255K +1,736 New