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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$1.45M -$45K -478 -3%
KA
52
Klingman & Associates
New York
$1.43M
AI
53
Atria Investments
North Carolina
$1.41M -$45K -478 -3%
HNB
54
Huntington National Bank
Ohio
$1.39M -$1.35M -14,316 Closed
JP Morgan Chase
55
JP Morgan Chase
New York
$1.38M +$52.6K +558 +4%
CAN
56
Cetera Advisor Networks
California
$1.33M +$67.7K +718 +5%
MECA
57
Miller Equity Capital Advisors
Texas
$1.33M
FB
58
First Bancorp
Maine
$1.31M -$2.83K -30 -0.2%
AC
59
Anson Capital
Georgia
$1.31M +$1.38M +14,672 New
HI
60
Harbour Investments
Wisconsin
$1.24M +$313K +3,318 +35%
BC
61
Bartlett & Co
Ohio
$1.17M
BCWM
62
Bartlett & Co Wealth Management
Ohio
$1.17M
RWP
63
RWA Wealth Partners
Massachusetts
$1.14M +$168K +1,788 +18%
SWA
64
Sax Wealth Advisors
New Jersey
$1.1M +$2.45K +26 +0.2%
THWM
65
Taylor Hoffman Wealth Management
Virginia
$1.1M -$25.8K -274 -2%
KAS
66
Kestra Advisory Services
Texas
$1.08M +$27.3K +290 +3%
TI
67
Truepoint Inc
Ohio
$1.04M
SFA
68
Source Financial Advisors
New York
$967K +$74.1K +786 +8%
FNBOO
69
First National Bank of Omaha
Nebraska
$963K
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$948K -$5.84K -62 -0.6%
SN
71
Sittner & Nelson
Oregon
$946K
ISB
72
Iowa State Bank
Iowa
$919K -$17.9K -190 -2%
DWT
73
Dorsey & Whitney Trust
South Dakota
$908K +$443K +4,700 +98%
RRC
74
Relaxing Retirement Coach
Massachusetts
$892K
HFW
75
Horizon Family Wealth
Illinois
$890K +$875K +9,290 New