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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.74M +$616 +10 +0%
BC
27
Bartlett & Co
Ohio
$1.7M
BCWM
28
Bartlett & Co Wealth Management
Ohio
$1.7M
CT
29
Coastline Trust
Rhode Island
$1.59M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.52M -$138K -2,234 -8%
PH
31
Pinnacle Holdings
Oklahoma
$1.49M +$1.64M +26,600 New
LFAS
32
Level Four Advisory Services
Texas
$1.16M -$245K -3,982 -16%
AssetMark Inc
33
AssetMark Inc
California
$1.12M +$1.23M +20,042 New
WA
34
Waverly Advisors
Alabama
$1.12M
NGA
35
Naples Global Advisors
Florida
$1.03M -$6.77K -110 -0.6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.02M -$1.45M -23,572 -56%
MHIC
37
Marble Harbor Investment Counsel
Massachusetts
$1M +$43.1K +700 +4%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$991K +$49.3K +800 +5%
MML Investors Services
39
MML Investors Services
Massachusetts
$988K +$85.3K +1,386 +9%
AI
40
Atria Investments
North Carolina
$983K +$1.08M +17,568 New
WCM
41
WealthBridge Capital Management
Ohio
$983K +$1.08M +17,568 New
HSA
42
HBK Sorce Advisory
Pennsylvania
$802K +$1.6K +26 +0.2%
Jane Street
43
Jane Street
New York
$799K -$2.81M -45,682 -76%
RWP
44
RWA Wealth Partners
Massachusetts
$752K -$2.59K -42 -0.3%
MHS
45
M Holdings Securities
Oregon
$709K +$31.3K +508 +4%
DADC
46
D.A. Davidson & Co
Montana
$705K +$130K +2,112 +20%
FNBOO
47
First National Bank of Omaha
Nebraska
$675K -$131K -2,122 -15%
PA
48
Pinnacle Associates
New York
$640K -$16.6K -270 -2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$628K +$186K +3,016 +37%
LFG
50
LifePlan Financial Group
Ohio
$563K +$1.35K +22 +0.2%