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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$78.4K +$4.22K +34 +6%
SIC
302
Salem Investment Counselors
North Carolina
$78.2K +$57.1K +460 +329%
AF
303
Align Financial
Minnesota
$74.6K – – –
AI
304
Atomic Invest
New York
$63.8K – – –
BlackRock
305
BlackRock
New York
$52.2K – – –
FLP
306
Financial Life Planners
Arizona
$52.2K – – –
LWM
307
Lodestone Wealth Management
Washington
$50.7K – – –
PWPS
308
Pinnacle Wealth Planning Services
Ohio
$49.6K +$47.2K +380 New
VWA
309
VSM Wealth Advisory
Maryland
$47.3K -$994 -8 -2%
AssetMark Inc
310
AssetMark Inc
California
$39.6K +$15.2K +122 +67%
AIC
311
Archer Investment Corporation
Indiana
$38.2K +$36.4K +293 New
AG
312
AmeriFlex Group
Nevada
$37.5K +$124 +1 +0.3%
ATPW
313
Ashton Thomas Private Wealth
Arizona
$36.5K +$24.8K +200 +250%
JWA
314
JFS Wealth Advisors
Pennsylvania
$35.6K +$124 +1 +0.4%
TCA
315
Trifecta Capital Advisors
Illinois
$33.6K – – –
EWA
316
EverSource Wealth Advisors
Alabama
$32.5K -$7.7K -62 -20%
DWM
317
Dogwood Wealth Management
Kansas
$26.1K +$25K +201 New
BWS
318
Buck Wealth Strategies
Colorado
$24.7K +$23.5K +189 New
Kayne Anderson Rudnick Investment Management
319
Kayne Anderson Rudnick Investment Management
California
$23.6K – – –
AAP
320
Arax Advisory Partners
Colorado
$22.7K +$21.6K +174 New
AC
321
AlphaCore Capital
California
$22.2K – – –
S
322
SignatureFD
Georgia
$20.1K – – –
BAM
323
Bellevue Asset Management
Washington
$19.6K – – –
GIA
324
GHP Investment Advisors
Colorado
$15.8K – – –
FFO
325
Fortitude Family Office
Arizona
$13K – – –