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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$56K – – –
FWM
227
FSA Wealth Management
Massachusetts
$54.5K -$46K -437 -46%
QCG
228
Quadrant Capital Group
Ohio
$47.9K – – –
Citigroup
229
Citigroup
New York
$46.3K +$49.3K +469 New
William Blair & Company
230
William Blair & Company
Illinois
$44.5K +$26.4K +251 +126%
ADL
231
Asset Dedication LLC
California
$39.5K – – –
BlackRock
232
BlackRock
New York
$39.5K – – –
VWA
233
VSM Wealth Advisory
Maryland
$36.6K – – –
AWM
234
AE Wealth Management
Kansas
$34.6K – – –
Russell Investments Group
235
Russell Investments Group
United Kingdom
$29K – – –
AG
236
AmeriFlex Group
Nevada
$28.1K +$105 +1 +0.4%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$26.5K -$736 -7 -3%
JWA
238
JFS Wealth Advisors
Pennsylvania
$26.5K – – –
TCA
239
Trifecta Capital Advisors
Illinois
$25.5K – – –
PMFA
240
Plante Moran Financial Advisors
Michigan
$24.3K – – –
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$20.8K – – –
LWA
242
Lowe Wealth Advisors
Maryland
$19.7K -$9.26K -88 -31%
SSA
243
SSA Swiss Advisors
$18.1K +$19.3K +183 New
PA
244
Parallel Advisors
California
$17.8K +$10.7K +102 +131%
S
245
SignatureFD
Georgia
$15.2K – – –
CCM
246
Coldstream Capital Management
Washington
$15K +$16K +152 New
BAM
247
Bellevue Asset Management
Washington
$14.8K – – –
CAM
248
Creekmur Asset Management
Illinois
$14.7K – – –
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K – – –
AssetMark Inc
250
AssetMark Inc
California
$12.7K -$211K -2,004 -94%