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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$1.56M
SW
52
SVB Wealth
Massachusetts
$1.56M -$13.1K -160 -0.8%
MCM
53
Manchester Capital Management
Vermont
$1.46M +$1.07M +13,024 +270%
OWA
54
Octavia Wealth Advisors
Ohio
$1.44M +$18.3K +224 +1%
Mariner
55
Mariner
Kansas
$1.33M +$171K +2,092 +15%
NGA
56
Naples Global Advisors
Florida
$1.3M
JP Morgan Chase
57
JP Morgan Chase
New York
$1.29M +$8.83K +108 +0.7%
KA
58
Klingman & Associates
New York
$1.22M -$2.13K -26 -0.2%
KAS
59
Kestra Advisory Services
Texas
$1.2M +$16.4K +200 +1%
WCM
60
WealthBridge Capital Management
Ohio
$1.2M -$24.2K -296 -2%
AI
61
Atria Investments
North Carolina
$1.16M -$37.3K -456 -3%
CWM
62
Castle Wealth Management
Florida
$1.16M -$104K -1,276 -8%
MHS
63
M Holdings Securities
Oregon
$1.15M
MECA
64
Miller Equity Capital Advisors
Texas
$1.14M
FB
65
First Bancorp
Maine
$1.12M
BC
66
Bartlett & Co
Ohio
$1.11M -$29.3K -358 -3%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$1.11M -$29.3K -358 -3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$1.05M -$40.1K -490 -4%
HNB
69
Huntington National Bank
Ohio
$1.04M
AC
70
Anson Capital
Georgia
$1.02M +$19.5K +238 +2%
SFA
71
Source Financial Advisors
New York
$1.01M +$27K +330 +3%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$1M +$164K +2,000 +20%
WANY
73
Wealthspire Advisors (New York)
New York
$951K +$466K +5,702 +96%
SWA
74
Sax Wealth Advisors
New Jersey
$925K -$18.8K -230 -2%
FTS
75
Fifth Third Securities
Ohio
$894K -$143K -1,754 -14%