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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
$2.11M
FT
52
Fiduciary Trust
Massachusetts
$2.05M
CT
53
Coastline Trust
Rhode Island
$2.02M +$45.9K +461 +2%
MHIC
54
Marble Harbor Investment Counsel
Massachusetts
$1.97M -$59.8K -600 -3%
EL
55
EQ LLC
Washington
$1.87M +$25.1K +252 +1%
KAS
56
Kestra Advisory Services
Texas
$1.86M +$72.9K +732 +4%
TI
57
Truepoint Inc
Ohio
$1.8M
SQA
58
Simon Quick Advisors
New Jersey
$1.77M -$237K -2,383 -12%
OWA
59
Octavia Wealth Advisors
Ohio
$1.74M +$22.1K +222 +1%
KA
60
Klingman & Associates
New York
$1.48M
GT
61
Greenleaf Trust
Michigan
$1.41M +$12.1K +121 +0.9%
MECA
62
Miller Equity Capital Advisors
Texas
$1.38M
EFA
63
Edge Financial Advisors
Illinois
$1.38M +$654K +6,565 +90%
FW
64
Fairway Wealth
Ohio
$1.34M +$25K +251 +2%
Vanguard Group
65
Vanguard Group
Pennsylvania
$1.29M -$6.67K -67 -0.5%
BFG
66
Bleakley Financial Group
New Jersey
$1.29M +$11.2K +112 +0.9%
SW
67
Simplicity Wealth
New Jersey
$1.29M +$11.2K +112 +0.9%
HNB
68
Huntington National Bank
Ohio
$1.28M
WIM
69
Warwick Investment Management
Texas
$1.27M -$7.97K -80 -0.6%
RWP
70
RWA Wealth Partners
Massachusetts
$1.26M +$22K +221 +2%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.23M +$310K +3,110 +33%
FB
72
First Bancorp
Maine
$1.23M
NCFG
73
New Century Financial Group
New Jersey
$1.19M +$1.2M +12,038 New
AC
74
Anson Capital
Georgia
$1.16M -$4.08K -41 -0.3%
LFAS
75
Level Four Advisory Services
Texas
$1.14M -$13.2K -133 -1%