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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SVB Wealth
Massachusetts
$1.64M +$846K +9,390 +108%
OWA
52
Octavia Wealth Advisors
Ohio
$1.61M +$49K +544 +3%
MHIC
53
Marble Harbor Investment Counsel
Massachusetts
$1.59M +$54K +600 +4%
HNB
54
Huntington National Bank
Ohio
$1.52M
NGA
55
Naples Global Advisors
Florida
$1.49M
SFA
56
Source Financial Advisors
New York
$1.43M +$509K +5,654 +56%
WCM
57
WealthBridge Capital Management
Ohio
$1.38M +$2.16K +24 +0.2%
KA
58
Klingman & Associates
New York
$1.35M
SFS
59
Summit Financial Strategies
Ohio
$1.34M +$528K +5,866 +66%
CAN
60
Cetera Advisor Networks
California
$1.29M +$21.3K +236 +2%
MHS
61
M Holdings Securities
Oregon
$1.28M +$1.26M +14,044 New
MECA
62
Miller Equity Capital Advisors
Texas
$1.26M
FB
63
First Bancorp
Maine
$1.25M
AWS
64
Atria Wealth Solutions
New York
$1.13M +$1.12M +12,412 New
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.11M
BC
66
Bartlett & Co
Ohio
$1.11M
AC
67
Anson Capital
Georgia
$1.1M -$228K -2,532 -17%
RWP
68
RWA Wealth Partners
Massachusetts
$1.08M -$3.24K -36 -0.3%
SWA
69
Sax Wealth Advisors
New Jersey
$1.05M +$360 +4 +0%
KAS
70
Kestra Advisory Services
Texas
$1.02M -$3.42K -38 -0.3%
HFW
71
Horizon Family Wealth
Illinois
$1M +$158K +1,752 +19%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$905K +$5.4K +60 +0.6%
SN
73
Sittner & Nelson
Oregon
$898K
FNBOO
74
First National Bank of Omaha
Nebraska
$888K -$25.8K -286 -3%
DWT
75
Dorsey & Whitney Trust
South Dakota
$862K