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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.36M -$134K -2,150 -9%
WA
27
Waverly Advisors
Alabama
$1.28M +$4.12K +66 +0.3%
IWM
28
IHT Wealth Management
Illinois
$1.28M +$1.22M +19,558 New
LFAS
29
Level Four Advisory Services
Texas
$1.2M +$7.36K +118 +0.6%
NGA
30
Naples Global Advisors
Florida
$1.13M -$30K -480 -3%
MHIC
31
Marble Harbor Investment Counsel
Massachusetts
$1.1M -$112K -1,800 -9%
RWP
32
RWA Wealth Partners
Massachusetts
$1.03M +$703K +11,264 +235%
PAG
33
Private Advisor Group
New Jersey
$1.01M -$982K -15,736 -50%
CWM
34
Cornerstone Wealth Management
Missouri
$986K +$20.6K +330 +2%
FNBOO
35
First National Bank of Omaha
Nebraska
$959K
HSA
36
HBK Sorce Advisory
Pennsylvania
$957K -$19.1K -306 -2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$888K -$48.1K -770 -5%
MML Investors Services
38
MML Investors Services
Massachusetts
$799K +$39.8K +638 +5%
LFG
39
LifePlan Financial Group
Ohio
$704K
RRC
40
Relaxing Retirement Coach
Massachusetts
$697K +$679K +10,882 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$634K -$6.12K -98 -1%
Comerica Bank
42
Comerica Bank
Texas
$621K
Bank of New York Mellon
43
Bank of New York Mellon
New York
$621K +$606K +9,710 New
WIP
44
Wellesley Investment Partners
Massachusetts
$620K
Vanguard Group
45
Vanguard Group
Pennsylvania
$609K +$15.5K +248 +3%
DWT
46
Dorsey & Whitney Trust
South Dakota
$606K
TBA
47
Train Babcock Advisors
New York
$540K +$527K +8,440 New
ISB
48
Iowa State Bank
Iowa
$540K +$527K +8,442 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$514K +$118K +1,892 +31%
DADC
50
D.A. Davidson & Co
Montana
$445K +$151K +2,412 +53%