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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$62.6K – – –
IIM
252
IFC & Insurance Marketing
California
$57K +$56.2K +507 New
MCM
253
MAI Capital Management
Ohio
$53.1K +$52.7K +475 New
AI
254
Atomic Invest
New York
$50K +$49.1K +443 New
BlackRock
255
BlackRock
New York
$44.7K – – –
LWM
256
Lodestone Wealth Management
Washington
$43.5K +$43.1K +389 New
VWA
257
VSM Wealth Advisory
Maryland
$41.5K – – –
OC
258
Optima Capital
Oregon
$38.7K +$38.4K +346 New
EWA
259
EverSource Wealth Advisors
Alabama
$34.8K -$6.65K -60 -16%
AG
260
AmeriFlex Group
Nevada
$32K -$31.5K -284 -50%
JWA
261
JFS Wealth Advisors
Pennsylvania
$30.3K +$111 +1 +0.4%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$29K -$10.8K -97 -27%
TCA
263
Trifecta Capital Advisors
Illinois
$28.8K – – –
Russell Investments Group
264
Russell Investments Group
United Kingdom
$28.4K -$1.55K -14 -5%
PMFA
265
Plante Moran Financial Advisors
Michigan
$28.2K – – –
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$20.2K – – –
AC
267
AlphaCore Capital
California
$19K – – –
S
268
SignatureFD
Georgia
$17.2K – – –
SIS
269
Sound Income Strategies
Florida
$17.2K +$16.1K +145 New
BAM
270
Bellevue Asset Management
Washington
$16.8K – – –
GIA
271
GHP Investment Advisors
Colorado
$15.2K +$776 +7 +5%
AssetMark Inc
272
AssetMark Inc
California
$14.2K +$111 +1 +0.8%
FFO
273
Fortitude Family Office
Arizona
$11.2K – – –
DWM
274
Darwin Wealth Management
Florida
$9.59K -$106K -960 -92%
DJSG
275
D.J. St. Germain
Massachusetts
$9.17K – – –