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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
51
EQ LLC
Washington
$1.63M -$6.72K -78 -0.4%
BFG
52
Bleakley Financial Group
New Jersey
$1.56M +$1.59M +18,473 New
SS
53
Simplicity Solutions
Minnesota
$1.56M +$1.59M +18,473 New
WA
54
Waverly Advisors
Alabama
$1.54M -$78.9K -916 -5%
MHIC
55
Marble Harbor Investment Counsel
Massachusetts
$1.53M -$319K -3,700 -17%
OWA
56
Octavia Wealth Advisors
Ohio
$1.5M +$9.74K +113 +0.6%
Mariner
57
Mariner
Kansas
$1.38M -$2.67K -31 -0.2%
MCM
58
Manchester Capital Management
Vermont
$1.38M -$137K -1,586 -9%
SWM
59
Spire Wealth Management
Virginia
$1.3M +$459K +5,323 +53%
KA
60
Klingman & Associates
New York
$1.26M -$86 -1 -0%
KAS
61
Kestra Advisory Services
Texas
$1.24M -$3.36K -39 -0.3%
WCM
62
WealthBridge Capital Management
Ohio
$1.22M -$23.7K -275 -2%
AI
63
Atria Investments
North Carolina
$1.22M +$15.9K +185 +1%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$1.21M +$65.5K +760 +6%
BC
65
Bartlett & Co
Ohio
$1.21M +$65.5K +760 +6%
MECA
66
Miller Equity Capital Advisors
Texas
$1.18M
FB
67
First Bancorp
Maine
$1.16M
CWM
68
Castle Wealth Management
Florida
$1.09M -$111K -1,284 -9%
HNB
69
Huntington National Bank
Ohio
$1.07M
NGA
70
Naples Global Advisors
Florida
$1.05M -$306K -3,550 -22%
Vanguard Group
71
Vanguard Group
Pennsylvania
$1.04M +$1.06M +12,334 New
1IA
72
1834 Investment Advisors
Wisconsin
$1.04M +$584K +6,775 +123%
RDFA
73
Ritter Daniher Financial Advisory
Ohio
$1.04M +$862 +10 +0.1%
LFAS
74
Level Four Advisory Services
Texas
$989K +$485K +5,633 +93%
WANY
75
Wealthspire Advisors (New York)
New York
$984K