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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
626
Personal CFO Solutions
New Jersey
$244K -$8.57K -49 -4%
DIP
627
Davis Investment Partners
North Carolina
$240K
SW
628
Simplicity Wealth
New Jersey
$238K -$748K -4,278 -77%
FSA
629
Fort Sheridan Advisors
Illinois
$237K -$8.57K -49 -4%
EWM
630
Empirical Wealth Management
Washington
$237K -$22.4K -128 -9%
PCM
631
Passive Capital Management
Maryland
$236K
BFM
632
Broadview Financial Management
Wisconsin
$236K +$699 +4 +0.3%
CA
633
Claro Advisors
Massachusetts
$235K +$226K +1,294 New
Fiera Capital (Canada)
634
Fiera Capital (Canada)
Quebec, Canada
$235K
WDG
635
Wealth Dimensions Group
Ohio
$235K +$350 +2 +0.2%
AI
636
Auour Investments
Massachusetts
$233K
MLFP
637
MPS Loria Financial Planners
Illinois
$233K
CFO
638
Custos Family Office
Texas
$231K +$699 +4 +0.3%
AWA
639
Arkadios Wealth Advisors
Georgia
$230K
HFF
640
Halter Ferguson Financial
Indiana
$230K +$221K +1,264 New
EA
641
Ellsworth Advisors
Ohio
$228K +$524 +3 +0.2%
TDC
642
Thompson Davis & Co
Virginia
$228K
MFWP
643
Mosaic Family Wealth Partners
Missouri
$227K +$9.79K +56 +5%
YIH
644
Y-Intercept (HK)
Hong Kong
$227K +$219K +1,250 New
BEI
645
Benjamin Edwards Inc
Missouri
$227K +$218K +1,247 New
FIA
646
Foundations Investment Advisors
Arizona
$226K -$6.99K -40 -3%
NB
647
NBT Bank
New York
$223K
SPA
648
Sentinel Pension Advisors
Massachusetts
$221K +$3.32K +19 +2%
GT
649
Greenleaf Trust
Michigan
$221K -$2.97K -17 -1%
TI
650
Trexquant Investment
Connecticut
$220K -$97.2K -556 -32%