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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
726
Litman Gregory Wealth Management
California
$207K +$206K +1,068 New
KA
727
Klingman & Associates
New York
$207K +$210K +1,089 New
AIA
728
AssuredPartners Investment Advisors
Florida
$206K +$209K +1,083 New
BIM
729
Bridges Investment Management
Nebraska
$204K +$207K +1,074 New
VWA
730
Visionary Wealth Advisors
Illinois
$203K -$9.64K -50 -4%
MCFP
731
Mallini Complete Financial Planning
Florida
$203K
GIA
732
Gladstone Institutional Advisory
Florida
$203K +$206K +1,069 New
HFS
733
Heritage Financial Services
Massachusetts
$203K +$206K +1,068 New
CTA
734
Colonial Trust Advisors
South Carolina
$203K
RI
735
Ridgewood Investments
New Jersey
$202K
SWM
736
Sugarloaf Wealth Management
Georgia
$202K +$386 +2 +0.2%
OWA
737
ORBA Wealth Advisors
Illinois
$202K +$205K +1,061 New
BC
738
Brio Consultants
California
$201K +$204K +1,060 New
SC
739
Schiavi & Co
Delaware
$201K +$204K +1,060 New
SMC
740
Smith, Moore & Co
Missouri
$201K +$204K +1,058 New
RIA
741
Realta Investment Advisors
Delaware
$200K -$5.59K -29 -3%
PIA
742
Pinion Investment Advisors
Kansas
$200K +$203K +1,053 New
USB
743
Union Savings Bank
Connecticut
$197K
GEA
744
Glen Eagle Advisors
New Jersey
$194K
B
745
Birchbrook
Maine
$190K
CFD
746
Creative Financial Designs
Indiana
$184K -$2.89K -15 -2%
TCA
747
Trifecta Capital Advisors
Illinois
$179K
CP
748
Castleview Partners
Texas
$174K -$347K -1,801 -66%
SAM
749
S.A. Mason
Michigan
$171K
LDB
750
Lee, Danner & Bass
Tennessee
$171K +$173K +900 New