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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$1.36M -$34K -372 -2%
KA
52
Klingman & Associates
New York
$1.35M
MECA
53
Miller Equity Capital Advisors
Texas
$1.27M
JP Morgan Chase
54
JP Morgan Chase
New York
$1.27M +$6.03K +66 +0.5%
CAL
55
Capital Analysts LLC
Pennsylvania
$1.2M +$418K +4,568 +53%
THWM
56
Taylor Hoffman Wealth Management
Virginia
$1.14M +$14.4K +158 +1%
BC
57
Bartlett & Co
Ohio
$1.11M -$1.29M -14,102 -54%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$1.11M -$1.29M -14,102 -54%
CAN
59
Cetera Advisor Networks
California
$1.09M +$212K +2,318 +24%
SWA
60
Sax Wealth Advisors
New Jersey
$1.05M +$731 +8 +0.1%
KAS
61
Kestra Advisory Services
Texas
$1.02M +$1.1K +12 +0.1%
TI
62
Truepoint Inc
Ohio
$990K
RWP
63
RWA Wealth Partners
Massachusetts
$923K -$5.49K -60 -0.6%
FNBOO
64
First National Bank of Omaha
Nebraska
$913K
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$901K
SN
66
Sittner & Nelson
Oregon
$899K -$9.14K -100 -1%
ISB
67
Iowa State Bank
Iowa
$890K -$8.23K -90 -0.9%
RRC
68
Relaxing Retirement Coach
Massachusetts
$848K
SFA
69
Source Financial Advisors
New York
$833K -$93.1K -1,018 -10%
NFG
70
Next Financial Group
Texas
$817K -$51.2K -560 -6%
RWMH
71
Riverpoint Wealth Management Holdings
Illinois
$817K +$21.9K +240 +3%
SFS
72
Summit Financial Strategies
Ohio
$805K +$808K +8,842 New
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$803K -$1.79M -19,554 -69%
MCWS
74
McKinley Carter Wealth Services
West Virginia
$724K -$57.8K -632 -7%
FHA
75
Flagship Harbor Advisors
Massachusetts
$690K +$13K +142 +2%