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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$706K -$24.9K -400 -3%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$685K -$32.1K -516 -5%
THWM
53
Taylor Hoffman Wealth Management
Virginia
$662K +$121K +1,940 +23%
LFG
54
LifePlan Financial Group
Ohio
$639K -$3.98K -64 -0.6%
RRC
55
Relaxing Retirement Coach
Massachusetts
$639K
FHA
56
Flagship Harbor Advisors
Massachusetts
$611K -$22.4K -360 -4%
IWM
57
IHT Wealth Management
Illinois
$609K +$208K +3,346 +54%
DWT
58
Dorsey & Whitney Trust
South Dakota
$606K
WIP
59
Wellesley Investment Partners
Massachusetts
$601K
ISB
60
Iowa State Bank
Iowa
$593K -$48.6K -780 -8%
CB
61
Chemical Bank
Michigan
$587K +$58.5K +940 +11%
Comerica Bank
62
Comerica Bank
Texas
$569K +$111K +1,790 +26%
FT
63
Fiduciary Trust
Massachusetts
$500K
PFG
64
Pacific Financial Group
Washington
$475K
LFAS
65
Level Four Advisory Services
Texas
$474K -$828K -13,304 -64%
SVWA
66
Sound View Wealth Advisors
Georgia
$435K +$77.7K +1,248 +22%
Mariner
67
Mariner
Kansas
$419K
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$392K +$381K +6,126 New
IF
69
IRON Financial
Illinois
$360K
Vanguard Group
70
Vanguard Group
Pennsylvania
$349K -$220K -3,540 -39%
LFS
71
Lutz Financial Services
Nebraska
$346K +$498 +8 +0.1%
UCFA
72
United Capital Financial Advisors
Texas
$331K -$28K -450 -8%
GC
73
Grimes & Company
Massachusetts
$330K
CAN
74
Cetera Advisor Networks
California
$311K +$18.6K +298 +7%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$274K