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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
51
Marble Harbor Investment Counsel
Massachusetts
$947K +$126K +2,000 +15%
MECA
52
Miller Equity Capital Advisors
Texas
$874K
FAB
53
First American Bank
Illinois
$827K +$406K +6,424 +95%
THWM
54
Taylor Hoffman Wealth Management
Virginia
$710K -$39.2K -620 -5%
KAS
55
Kestra Advisory Services
Texas
$710K +$11.3K +178 New
ISB
56
Iowa State Bank
Iowa
$666K -$121K -1,908 -15%
FNBOO
57
First National Bank of Omaha
Nebraska
$650K -$48.7K -770 -7%
RWP
58
RWA Wealth Partners
Massachusetts
$623K
CAN
59
Cetera Advisor Networks
California
$622K +$113K +1,784 +22%
RWRC
60
R.W. Roge & Company
New York
$546K -$53.1K -840 -9%
LFG
61
LifePlan Financial Group
Ohio
$539K
Stifel Financial
62
Stifel Financial
Missouri
$537K +$44K +696 +9%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$532K -$385K -6,092 -42%
SFS
64
Summit Financial Strategies
Ohio
$528K -$5.18K -82 -1%
NFG
65
Next Financial Group
Texas
$518K +$522K +8,260 New
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$508K +$2.53K +40 +0.5%
FHA
67
Flagship Harbor Advisors
Massachusetts
$470K
RWMH
68
Riverpoint Wealth Management Holdings
Illinois
$450K +$163K +2,582 +56%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$358K -$32.4K -512 -8%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$356K +$359K +5,676 New
IWM
71
IHT Wealth Management
Illinois
$347K -$221K -3,498 -39%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$346K
UCFA
73
United Capital Financial Advisors
Texas
$345K +$20.6K +326 +6%
IF
74
IRON Financial
Illinois
$325K +$885 +14 +0.3%
AF
75
Affiance Financial
Minnesota
$321K +$61K +964 +23%