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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
BlackRock
304
BlackRock
New York
$52.2K
FLP
305
Financial Life Planners
Arizona
$52.2K
LWM
306
Lodestone Wealth Management
Washington
$50.7K
PWPS
307
Pinnacle Wealth Planning Services
Ohio
$49.6K +$47.2K +380 New
VWA
308
VSM Wealth Advisory
Maryland
$47.3K -$994 -8 -2%
AssetMark Inc
309
AssetMark Inc
California
$39.6K +$15.2K +122 +67%
AIC
310
Archer Investment Corporation
Indiana
$38.2K +$36.4K +293 New
AG
311
AmeriFlex Group
Nevada
$37.5K +$124 +1 +0.3%
ATPW
312
Ashton Thomas Private Wealth
Arizona
$36.5K +$24.8K +200 +250%
JWA
313
JFS Wealth Advisors
Pennsylvania
$35.6K +$124 +1 +0.4%
TCA
314
Trifecta Capital Advisors
Illinois
$33.6K
EWA
315
EverSource Wealth Advisors
Alabama
$32.5K -$7.7K -62 -20%
DWM
316
Dogwood Wealth Management
Kansas
$26.1K +$25K +201 New
BWS
317
Buck Wealth Strategies
Colorado
$24.7K +$23.5K +189 New
Kayne Anderson Rudnick Investment Management
318
Kayne Anderson Rudnick Investment Management
California
$23.6K
AAP
319
Arax Advisory Partners
Colorado
$22.7K +$21.6K +174 New
AC
320
AlphaCore Capital
California
$22.2K
S
321
SignatureFD
Georgia
$20.1K
BAM
322
Bellevue Asset Management
Washington
$19.6K
GIA
323
GHP Investment Advisors
Colorado
$15.8K
FFO
324
Fortitude Family Office
Arizona
$13K
AWM
325
Abound Wealth Management
Tennessee
$12.3K