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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Affiance Financial
Minnesota
$12.1M +$516K +2,726 +4%
SIA
102
Strategic Investment Advisors
Michigan
$12.1M +$1.12M +5,902 +9%
SWG
103
Summit Wealth Group
Vermont
$11.9M +$502K +2,655 +4%
LW
104
Linscomb Wealth
Texas
$11.8M -$182K -961 -1%
WAG
105
Winthrop Advisory Group
Massachusetts
$11.7M -$517K -2,730 -4%
ACM
106
Aurdan Capital Management
Pennsylvania
$11.2M +$1.09M +5,738 +10%
HI
107
Harbour Investments
Wisconsin
$11.2M +$2.72M +14,385 +28%
JBW
108
Journey Beyond Wealth
Georgia
$11.1M +$478K +2,527 +4%
YCG
109
Yeomans Consulting Group
Georgia
$11.1M -$2.73M -14,436 -18%
Brown Advisory
110
Brown Advisory
Maryland
$11M -$822K -4,345 -6%
AC
111
Asio Capital
Kentucky
$10.8M +$132K +696 +1%
AC
112
Applied Capital
Arkansas
$10.8M +$1.07M +5,653 +10%
CRFG
113
Columbia River Financial Group
Washington
$10.8M -$1.03M -5,418 -8%
BFO
114
Boston Family Office
Massachusetts
$10.7M +$805K +4,254 +7%
WFA
115
West Financial Advisors
Iowa
$10.7M +$26.1K +138 +0.2%
SAS
116
SMI Advisory Services
Indiana
$10.5M +$2.52M +13,316 +24%
HighTower Advisors
117
HighTower Advisors
Illinois
$10.4M -$306K -1,616 -3%
GDP
118
Great Diamond Partners
Maine
$10.4M +$149K +787 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$10.4M +$1.07M +5,628 +10%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$132K +698 +1%
FG
121
Fiduciary Group
Georgia
$10.1M -$157K -828 -1%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$10M -$419K -2,212 -4%
Corient Private Wealth
123
Corient Private Wealth
Florida
$9.7M -$375K -1,981 -3%
DWM
124
Dakota Wealth Management
Florida
$9.23M -$224K -1,182 -2%
SPIA
125
Steward Partners Investment Advisory
New York
$8.82M -$92.2K -487 -0.9%