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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Klingman & Associates
New York
$1.18M
MECA
52
Miller Equity Capital Advisors
Texas
$1.08M
THWM
53
Taylor Hoffman Wealth Management
Virginia
$910K +$28K +392 +3%
SWA
54
Sax Wealth Advisors
New Jersey
$902K +$828K +11,596 New
KAS
55
Kestra Advisory Services
Texas
$883K +$800K +11,198 +6,291%
TI
56
Truepoint Inc
Ohio
$846K +$777K +10,880 New
ISB
57
Iowa State Bank
Iowa
$805K -$17.9K -250 -2%
FNBOO
58
First National Bank of Omaha
Nebraska
$805K
SN
59
Sittner & Nelson
Oregon
$792K +$727K +10,180 New
RWP
60
RWA Wealth Partners
Massachusetts
$772K
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$770K +$707K +9,902 New
CAN
62
Cetera Advisor Networks
California
$759K -$11.1K -156 -2%
NFG
63
Next Financial Group
Texas
$758K +$106K +1,482 +18%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$705K -$4.34M -60,802 -87%
SFA
65
Source Financial Advisors
New York
$703K +$646K +9,044 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$690K
RRC
67
Relaxing Retirement Coach
Massachusetts
$668K -$632K -8,852 -51%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$668K +$613K +8,590 New
Stifel Financial
69
Stifel Financial
Missouri
$657K -$8.14K -114 -1%
SFS
70
Summit Financial Strategies
Ohio
$654K
RWMH
71
Riverpoint Wealth Management Holdings
Illinois
$646K +$81K +1,134 +16%
RWRC
72
R.W. Roge & Company
New York
$611K -$14K -196 -2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$581K -$1.86K -26 -0.3%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$558K +$107K +1,502 +26%
AF
75
Affiance Financial
Minnesota
$469K +$65.7K +920 +18%