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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Smartleaf Asset Management
Massachusetts
$511K
NLP
627
Next Level Private
New York
$505K -$458 -2 -0.1%
RWM
628
Reston Wealth Management
Virginia
$503K -$153K -666 -25%
GWA
629
Geometric Wealth Advisors
District of Columbia
$502K +$150K +654 +47%
SF
630
Symphony Financial
Texas
$500K
KFGK
631
Keystone Financial Group (Kentucky)
Kentucky
$498K +$206K +899 +80%
TI
632
Truepoint Inc
Ohio
$498K +$13.3K +58 +3%
MPW
633
MASECO Private Wealth
$498K
CAL
634
Capital Analysts LLC
Pennsylvania
$497K +$8.71K +38 +2%
FCH
635
Freestone Capital Holdings
Washington
$496K +$232K +1,012 +101%
KCM
636
Kathmere Capital Management
Pennsylvania
$496K -$24.1K -105 -5%
GC
637
Garde Capital
Washington
$492K
FFG
638
Fiduciary Financial Group
California
$492K
VW
639
Veridan Wealth
Oregon
$492K -$69.2K -302 -13%
OWM
640
Orgel Wealth Management
Wisconsin
$491K
HCM
641
Howland Capital Management
Massachusetts
$490K
TCOV
642
Trust Company of Vermont
Vermont
$487K +$453K +1,978 New
ST
643
Spinnaker Trust
Maine
$484K
MWA
644
Medallion Wealth Advisors
Connecticut
$483K +$156K +680 +53%
CFS
645
CRA Financial Services
New Jersey
$480K +$3.9K +17 +0.9%
HFA
646
Hershey Financial Advisers
Pennsylvania
$479K +$32.1K +140 +8%
S
647
SignatureFD
Georgia
$472K -$4.13K -18 -0.9%
SAM
648
S.A. Mason
Michigan
$470K +$209K +910 +91%
SP
649
Sequent Planning
Nebraska
$469K +$106K +464 +32%
SC
650
Schiavi & Co
Delaware
$467K +$458 +2 +0.1%