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Vanguard Extended Market ETF
VXF

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
526
Atomi Financial Group
New York
$348K +$330K +1,986 New
NG
527
Northstar Group
New York
$344K – – –
EWM
528
Evercore Wealth Management
New York
$343K – – –
JIC
529
Johnson Investment Counsel
Ohio
$342K +$11.6K +70 +4%
DWA
530
Delap Wealth Advisory
Oregon
$342K +$324K +1,952 New
CCA
531
Childress Capital Advisors
Texas
$341K -$113K -680 -26%
RWB
532
RMR Wealth Builders
New Jersey
$341K +$323K +1,944 New
PCA
533
Prosperity Capital Advisors
Ohio
$338K -$18.4K -111 -5%
TI
534
Truepoint Inc
Ohio
$336K +$166 +1 +0.1%
AFPL
535
Advus Financial Partners, LLC
Florida
$333K -$11.5K -69 -4%
CAM
536
Cozad Asset Management
Illinois
$333K – – –
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$330K +$6.14K +37 +2%
UWM
538
USAdvisors Wealth Management
Minnesota
$326K -$108K -653 -26%
BFC
539
Bedel Financial Consulting
Indiana
$325K – – –
RSWM
540
Robertson Stephens Wealth Management
California
$324K – – –
FCI
541
Financial Counselors Inc
Kansas
$324K – – –
SWM
542
Shakespeare Wealth Management
Wisconsin
$324K – – –
BPWM
543
Badgley Phelps Wealth Managers
Washington
$320K -$20.6K -124 -6%
SI
544
Saxon Interests
Texas
$319K – – –
HWMA
545
Heritage Wealth Management (Arizona)
Arizona
$319K – – –
PFS
546
Prospect Financial Services
New York
$316K +$300K +1,805 New
TFA
547
Teamwork Financial Advisors
Texas
$315K -$4.98K -30 -2%
LP
548
LGL Partners
Pennsylvania
$314K +$31.2K +188 +12%
MIA
549
Milestone Investment Advisors
Wisconsin
$312K -$15.6K -94 -5%
WSTAM
550
Wilbanks Smith & Thomas Asset Management
Virginia
$311K – – –
20 21
22
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