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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASCM
251
Adkins Seale Capital Management
Louisiana
$109K
PMFA
252
Plante Moran Financial Advisors
Michigan
$109K +$82K +698 +277%
IBOK
253
Independence Bank of Kentucky
Kentucky
$108K
CT
254
Colonial Trust
South Carolina
$97.7K
TLA
255
Tanglewood Legacy Advisors
Texas
$94K
CCWM
256
Cassaday & Co Wealth Management
Virginia
$92.5K +$95.1K +809 New
Bessemer Group
257
Bessemer Group
New Jersey
$91K
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$82.8K -$1.88K -16 -2%
IAIM
259
International Assets Investment Management
Florida
$82.7K
BC
260
Barrett & Company
Rhode Island
$80.3K -$10.6K -90 -11%
AF
261
Align Financial
Minnesota
$65.4K -$7.45M -63,378 -99%
BWL
262
Bogart Wealth LLC
Virginia
$64.8K
GWM
263
Geneos Wealth Management
Colorado
$64K
MCM
264
MAI Capital Management
Ohio
$56.6K +$2.35K +20 +4%
BlackRock
265
BlackRock
New York
$45.7K
FLP
266
Financial Life Planners
Arizona
$45.7K +$47K +400 New
LWM
267
Lodestone Wealth Management
Washington
$44.5K
VWA
268
VSM Wealth Advisory
Maryland
$42.5K
EWA
269
EverSource Wealth Advisors
Alabama
$35.6K
NRWA
270
North Ridge Wealth Advisors
Oregon
$34.4K +$35.4K +301 New
AG
271
AmeriFlex Group
Nevada
$32.8K +$118 +1 +0.3%
SIS
272
Sound Income Strategies
Florida
$32.1K +$15.7K +134 +92%
JWA
273
JFS Wealth Advisors
Pennsylvania
$31.1K +$118 +1 +0.4%
TCA
274
Trifecta Capital Advisors
Illinois
$29.5K
Russell Investments Group
275
Russell Investments Group
United Kingdom
$22.9K -$6.34K -54 -21%