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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$419K
THWM
52
Taylor Hoffman Wealth Management
Virginia
$381K +$372K +5,958 New
IF
53
IRON Financial
Illinois
$360K
V
54
Veritable
Delaware
$355K -$369K -5,906 -52%
UCFA
55
United Capital Financial Advisors
Texas
$354K
LFS
56
Lutz Financial Services
Nebraska
$335K +$327K +5,238 New
Creative Planning
57
Creative Planning
Kansas
$334K +$107K +1,722 +49%
GC
58
Grimes & Company
Massachusetts
$330K -$24.3K -390 -7%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$281K +$9.36K +150 +4%
SHA
60
Seneca House Advisors
Virginia
$258K +$252K +4,036 New
GFPC
61
Global Financial Private Capital
Florida
$243K +$237K +3,800 New
AP
62
Appleton Partners
Massachusetts
$220K
EWM
63
Endurance Wealth Management
Rhode Island
$216K -$9.36K -150 -4%
US Bancorp
64
US Bancorp
Minnesota
$176K -$6.24K -100 -4%
AWM
65
Avior Wealth Management
Nebraska
$149K +$749 +12 +0.5%
PCG
66
Private Capital Group
Connecticut
$116K +$114K +1,820 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$112K
WTB
68
Washington Trust Bank
Washington
$96K
Citigroup
69
Citigroup
New York
$95K +$29K +464 +45%
IA
70
IFP Advisors
Florida
$74K
CCM
71
Covington Capital Management
California
$69K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$63K +$61.2K +980 New
GRP
73
Global Retirement Partners
California
$52K +$4.62K +74 +10%
SWP
74
Stratos Wealth Partners
Ohio
$38K +$36.7K +588 New
BBA
75
Braun-Bostich & Associates
Pennsylvania
$37K +$35.7K +572 New