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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Abound Wealth Management
Tennessee
$12.3K – – –
BL
327
BFSG LLC
California
$11.7K +$11.2K +90 New
DWM
328
Darwin Wealth Management
Florida
$11.2K – – –
HAP
329
Harbor Asset Planning
Massachusetts
$10.2K – – –
PA
330
Parallel Advisors
California
$10.2K – – –
PNC Financial Services Group
331
PNC Financial Services Group
Pennsylvania
$8.61K – – –
KFI
332
Key Financial Inc
Pennsylvania
$7.43K – – –
CSB
333
City State Bank
Iowa
$6.52K – – –
BTI
334
Blue Trust Inc
Georgia
$5.48K – – –
ACA
335
Aptus Capital Advisors
Alabama
$5.48K +$5.22K +42 New
SS
336
SBI Securities
Japan
$5.35K +$1.24K +10 +32%
RFG
337
REAP Financial Group
Texas
$5.22K – – –
DJSG
338
D.J. St. Germain
Massachusetts
$4.04K -$2.24K -18 -37%
FRA
339
Front Row Advisors
California
$3.95K – – –
CPBTD
340
Central Pacific Bank - Trust Division
Hawaii
$3.39K – – –
OAG
341
Oakmont Advisory Group
New Mexico
$3.37K +$3.23K +26 New
APFP
342
Action Point Financial Planning
Michigan
$2.35K +$2.24K +18 New
BCPWM
343
Bradley & Co Private Wealth Management
Florida
$1.3K – – –
GI
344
GAMMA Investing
California
$1.3K +$1.24K +10 New
RWM
345
Rialto Wealth Management
New York
$783 – – –
TAM
346
Tucker Asset Management
Colorado
$556 +$497 +4 New
Russell Investments Group
347
Russell Investments Group
United Kingdom
$130 -$24.7K -199 -100%
OA
348
Oasis Advisors
Iowa
– -$1M -7,108 Closed
EW
349
Evoke Wealth
California
– -$783K -6,851 Closed
IAA
350
Independent Advisor Alliance
North Carolina
– -$363K -3,174 Closed