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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
626
Passive Capital Management
Maryland
$219K +$24.1K +143 +12%
Fiera Capital (Canada)
627
Fiera Capital (Canada)
Quebec, Canada
$218K
BFM
628
Broadview Financial Management
Wisconsin
$218K +$19.9K +118 +10%
SIM
629
Stratos Investment Management
Ohio
$218K +$218K +1,289 New
WDG
630
Wealth Dimensions Group
Ohio
$217K +$675 +4 +0.3%
FIA
631
Foundations Investment Advisors
Arizona
$216K -$741K -4,391 -77%
MLFP
632
MPS Loria Financial Planners
Illinois
$216K -$68.9K -408 -24%
AWA
633
Arkadios Wealth Advisors
Georgia
$214K -$533K -3,157 -71%
CFO
634
Custos Family Office
Texas
$213K
AI
635
Auour Investments
Massachusetts
$212K
EA
636
Ellsworth Advisors
Ohio
$211K
TDC
637
Thompson Davis & Co
Virginia
$211K
PF
638
Penney Financial
Texas
$211K
ICP
639
Interchange Capital Partners
Pennsylvania
$210K +$210K +1,242 New
GT
640
Greenleaf Trust
Michigan
$208K +$208K +1,230 New
NB
641
NBT Bank
New York
$207K
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$206K +$206K +1,221 New
SWA
643
Stratos Wealth Advisors
Ohio
$206K +$11.8K +70 +6%
SPA
644
Sentinel Pension Advisors
Massachusetts
$202K +$1.01K +6 +0.5%
MFWP
645
Mosaic Family Wealth Partners
Missouri
$202K +$202K +1,194 New
ECG
646
EPIQ Capital Group
California
$201K
VW
647
Vance Wealth
California
$201K
UWM
648
USAdvisors Wealth Management
Minnesota
$200K -$114K -674 -36%
TCOV
649
Trust Company of Vermont
Vermont
$198K +$161K +955 +434%
SWM
650
Sugarloaf Wealth Management
Georgia
$184K