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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
226
Independence Bank of Kentucky
Kentucky
$105K
OIA
227
Optimum Investment Advisors
Illinois
$99.3K -$10.9K -100 -10%
CT
228
Colonial Trust
South Carolina
$97.1K
TLA
229
Tanglewood Legacy Advisors
Texas
$90.7K
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$89.4K
BC
231
Barrett & Company
Rhode Island
$87.4K
AWM
232
AE Wealth Management
Kansas
$84.8K +$42.8K +393 +105%
AG
233
AmeriFlex Group
Nevada
$62.9K +$31K +285 +100%
BWL
234
Bogart Wealth LLC
Virginia
$62.6K
GWM
235
Geneos Wealth Management
Colorado
$61.8K
CA
236
Clearstead Advisors
Ohio
$59.4K +$46.6K +428 +389%
FWM
237
FSA Wealth Management
Massachusetts
$55.2K -$4.03K -37 -8%
QCG
238
Quadrant Capital Group
Ohio
$53.5K +$52.8K +485 New
William Blair & Company
239
William Blair & Company
Illinois
$50.3K +$22.3K +205 +82%
BlackRock
240
BlackRock
New York
$44.2K -$109 -1 -0.2%
FLP
241
Financial Life Planners
Arizona
$44.2K +$43.5K +400 New
VWA
242
VSM Wealth Advisory
Maryland
$41K
EWA
243
EverSource Wealth Advisors
Alabama
$41K -$16.5K -152 -29%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$40K +$17.1K +157 +78%
JWA
245
JFS Wealth Advisors
Pennsylvania
$29.8K +$109 +1 +0.4%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$29.6K
TCA
247
Trifecta Capital Advisors
Illinois
$28.5K
PMFA
248
Plante Moran Financial Advisors
Michigan
$27.8K -$13.7K -126 -33%
AAS
249
Ameritas Advisory Services
Nebraska
$27.4K -$313K -2,874 -92%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$26.5K