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Vanguard Extended Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
201
Curbstone Financial Management Corp
New Hampshire
$1.62M +$35.3K +250 +2%
FPW
202
Flagship Private Wealth
Massachusetts
$1.61M +$14.9K +106 +0.8%
AF
203
Apexium Financial
Texas
$1.56M
AI
204
Atria Investments
North Carolina
$1.54M -$998K -7,075 -37%
LIM
205
Leavell Investment Management
Alabama
$1.52M +$226K +1,603 +16%
TA
206
TruWealth Advisors
Louisiana
$1.49M -$563K -3,991 -25%
PFSC
207
Peoples Financial Services Corp
Pennsylvania
$1.48M +$33K +234 +2%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$1.46M -$263K -1,865 -14%
Vanguard Personalized Indexing Management
209
Vanguard Personalized Indexing Management
California
$1.45M
TFM
210
TFC Financial Management
Massachusetts
$1.45M -$157K -1,112 -9%
AFAS
211
Acorn Financial Advisory Services
Virginia
$1.45M -$282 -2 -0%
CAG
212
Compass Advisory Group
New York
$1.44M -$139K -989 -8%
WF
213
Warner Financial
Maryland
$1.42M +$12K +85 +0.8%
PL
214
Plancorp LLC
Missouri
$1.41M +$124K +880 +9%
TAM
215
Tocqueville Asset Management
New York
$1.39M +$91.7K +650 +6%
IAA
216
Independent Advisor Alliance
North Carolina
$1.38M +$64K +454 +4%
FHB
217
First Hawaiian Bank
Hawaii
$1.38M -$149K -1,054 -9%
BOTW
218
Bank of the West
California
$1.36M +$397K +2,815 +36%
MCC
219
Money Concepts Capital
Florida
$1.34M -$58.9K -418 -4%
KW
220
KWB Wealth
California
$1.32M
HAIM
221
Hunter Associates Investment Management
Pennsylvania
$1.31M -$45.8K -325 -3%
PFM
222
Phillips Financial Management
Indiana
$1.31M -$125K -888 -8%
Northern Trust
223
Northern Trust
Illinois
$1.28M -$229K -1,625 -14%
SW
224
SlateStone Wealth
Florida
$1.28M +$380K +2,692 +36%
LSAG
225
Lake Street Advisors Group
New Hampshire
$1.28M +$2.54K +18 +0.2%