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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
51
Vanguard Group
Pennsylvania
$401K +$398K +6,930 New
Mariner
52
Mariner
Kansas
$379K
UCFA
53
United Capital Financial Advisors
Texas
$369K +$48.5K +846 +15%
GC
54
Grimes & Company
Massachusetts
$336K
RWP
55
RWA Wealth Partners
Massachusetts
$310K +$308K +5,360 New
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$307K +$76.4K +1,332 +34%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$246K
AP
58
Appleton Partners
Massachusetts
$243K +$241K +4,200 New
Creative Planning
59
Creative Planning
Kansas
$202K
DADC
60
D.A. Davidson & Co
Montana
$182K +$11.6K +202 +7%
EWM
61
Endurance Wealth Management
Rhode Island
$160K +$159K +2,770 New
US Bancorp
62
US Bancorp
Minnesota
$153K
AWM
63
Avior Wealth Management
Nebraska
$146K +$115 +2 +0.1%
IA
64
IFP Advisors
Florida
$115K +$9.07K +158 +9%
WTB
65
Washington Trust Bank
Washington
$87K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$77K -$1.84K -32 -2%
GT
67
Glenmede Trust
Pennsylvania
$48K
GRP
68
Global Retirement Partners
California
$38K
CFD
69
Creative Financial Designs
Indiana
$33K -$144K -2,514 -82%
RBC
70
Roble Belko & Company
Pennsylvania
$32K
SLF
71
Sun Life Financial
Ontario, Canada
$30.1K +$400K +6,974 New
AC
72
Alexandria Capital
Virginia
$26K +$5.97K +104 +30%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K +$16.6K +290 New
SBL
74
Sargent Bickham Lagudis
Colorado
$11K
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.61K +28 +93%