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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mascagni Wealth Management
Mississippi
$307K +$2.48K +20 +0.9%
CIC
227
Chilton Investment Company
Connecticut
$296K
CA
228
CoreCap Advisors
Michigan
$294K -$1.99K -16 -0.7%
VP
229
Verum Partners
North Carolina
$292K +$621 +5 +0.2%
Fisher Asset Management
230
Fisher Asset Management
Washington
$291K +$277K +2,228 New
IWC
231
Integrated Wealth Concepts
Massachusetts
$286K +$107K +860 New
AWA
232
Arkadios Wealth Advisors
Georgia
$282K +$28.4K +229 +12%
VR
233
Valued Retirements
Texas
$281K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$280K -$1.24K -10 -0.5%
Citadel Advisors
235
Citadel Advisors
Florida
$278K +$265K +2,132 New
OFG
236
Opulen Financial Group
Virginia
$273K +$621 +5 +0.2%
EFA
237
Evernest Financial Advisors
Indiana
$269K
ML
238
McAdam LLC
Pennsylvania
$268K -$21.4K -172 -8%
BEI
239
Benjamin Edwards Inc
Missouri
$267K +$254K +2,047 New
EB
240
Eastern Bank
Massachusetts
$266K
SPIA
241
Steward Partners Investment Advisory
New York
$266K
HSA
242
HBK Sorce Advisory
Pennsylvania
$265K
AWM
243
Apollon Wealth Management
South Carolina
$264K +$252K +2,028 New
NHC
244
Nicholas Hoffman & Company
Georgia
$259K
SFG
245
Snider Financial Group
Washington
$257K
AWAP
246
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K
STA
247
Smith Thornton Advisors
Alabama
$255K
Luther King Capital Management (LKCM)
248
Luther King Capital Management (LKCM)
Texas
$245K
PWM
249
Parkway Wealth Management
Texas
$245K
PS
250
Principal Securities
Iowa
$234K -$21.2K -171 -9%