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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
101
Keel Point
Alabama
$10.4M +$3.98M +23,609 +63%
WFA
102
West Financial Advisors
Iowa
$10.3M -$288K -1,704 -3%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$10M +$4.54M +26,909 +83%
HighTower Advisors
104
HighTower Advisors
Illinois
$9.97M -$1.17M -6,948 -11%
Corient Private Wealth
105
Corient Private Wealth
Florida
$9.93M -$292K -1,731 -3%
MA
106
Mutual Advisors
Nebraska
$9.89M -$331K -1,963 -3%
AC
107
Applied Capital
Arkansas
$9.86M +$205K +1,214 +2%
AA
108
Axiom Advisory
California
$9.78M +$9.78M +57,925 New
EWA
109
EP Wealth Advisors
California
$9.64M -$204K -1,206 -2%
DWM
110
Dakota Wealth Management
Florida
$9.64M -$1.69M -9,990 -15%
SIA
111
Strategic Investment Advisors
Michigan
$9.6M +$775K +4,590 +9%
MFG
112
Merit Financial Group
Georgia
$9.55M -$315K -1,865 -3%
SAS
113
SMI Advisory Services
Indiana
$9.47M +$704K +4,173 +8%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$9.3M +$242K +1,436 +3%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$8.89M +$1.94M +11,472 +28%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$8.81M -$1.4M -8,287 -14%
BFO
117
Boston Family Office
Massachusetts
$8.75M +$632K +3,744 +8%
ORL
118
Oak Root LLC
California
$8.73M -$449K -2,662 -5%
MG
119
Mather Group
Illinois
$8.63M +$6.59M +39,071 +383%
RP
120
Riverbridge Partners
Minnesota
$8.47M +$3.94M +23,322 +87%
SW
121
SlateStone Wealth
Florida
$8.43M +$1.21M +7,189 +17%
JWBC
122
John W. Bristol & Co
New York
$8.35M +$8.35M +49,464 New
FVIM
123
Fort Vancouver Investment Management
Washington
$8.31M +$8.31M +49,241 New
SWG
124
Summit Wealth Group
Vermont
$8.16M +$8.16M +48,329 New
SPIA
125
Steward Partners Investment Advisory
New York
$8.15M +$247K +1,466 +3%