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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
751
Howard Financial Services
Texas
$273K -$114K -531 -29%
CTA
752
Colonial Trust Advisors
South Carolina
$271K – – –
DFP
753
Donalies Financial Planning
District of Columbia
$270K +$214 +1 +0.1%
MCRM
754
Midway Capital Research & Management
Illinois
$268K – – –
WEG
755
World Equity Group
Illinois
$267K +$13.5K +63 +5%
BAH
756
Beacon Advisors Holdings
Texas
$267K +$1.07K +5 +0.4%
PCM
757
Passive Capital Management
Maryland
$267K – – –
NB
758
NBT Bank
New York
$266K +$14.3K +67 +5%
Fiera Capital (Canada)
759
Fiera Capital (Canada)
Quebec, Canada
$266K – – –
WDG
760
Wealth Dimensions Group
Ohio
$266K -$2.14K -10 -0.8%
CRC
761
Curi RMB Capital
Illinois
$265K +$275K +1,287 New
MWA
762
Medallion Wealth Advisors
Connecticut
$264K +$12K +56 +5%
EA
763
Ellsworth Advisors
Ohio
$263K +$856 +4 +0.3%
SGI
764
Summit Global Investments
Utah
$262K -$3.64K -17 -1%
DWM
765
Diversify Wealth Management
Utah
$262K +$252K +1,179 New
BFA
766
Beacon Financial Advisory
Ohio
$261K +$15.2K +71 +6%
CGPCS
767
Capital Group Private Client Services
California
$260K +$42.2K +197 +18%
DBRC
768
D.B. Root & Company
Pennsylvania
$260K +$270K +1,263 New
AWM
769
Avior Wealth Management
Nebraska
$260K -$9.42K -44 -3%
MCCA
770
Mill Creek Capital Advisors
Pennsylvania
$259K – – –
AI
771
Auour Investments
Massachusetts
$258K – – –
KFGK
772
Keystone Financial Group (Kentucky)
Kentucky
$254K -$199K -932 -45%
GWMR
773
GC Wealth Management RIA
Massachusetts
$254K +$264K +1,234 New
CPIG
774
Chicago Partners Investment Group
Illinois
$251K +$237K +1,109 New
TCWM
775
Total Clarity Wealth Management
Illinois
$249K -$7.49K -35 -3%