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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$225K +$1.17K +18 +0.5%
AP
77
Appleton Partners
Massachusetts
$224K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$224K +$20K +308 +10%
SHA
79
Seneca House Advisors
Virginia
$221K
PPA
80
Parametric Portfolio Associates
Washington
$219K
RWMH
81
Riverpoint Wealth Management Holdings
Illinois
$218K +$15.1K +232 +7%
EWM
82
Endurance Wealth Management
Rhode Island
$217K
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$208K +$207K +3,190 New
Vanguard Group
84
Vanguard Group
Pennsylvania
$202K -$154K -2,366 -43%
EWM
85
Evermay Wealth Management
Virginia
$201K +$200K +3,078 New
NFG
86
Next Financial Group
Texas
$173K
US Bancorp
87
US Bancorp
Minnesota
$156K
AWM
88
Avior Wealth Management
Nebraska
$150K +$390 +6 +0.3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$133K +$132K +2,036 New
PCG
90
Private Capital Group
Connecticut
$90K
William Blair & Company
91
William Blair & Company
Illinois
$72K
OIA
92
Optimum Investment Advisors
Illinois
$65K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$64K
CDIA
94
Capital Directions Investment Advisors
Georgia
$64K +$63.4K +976 New
ACA
95
Atlas Capital Advisors
Wyoming
$61.1K +$519 +8 +0.9%
CCM
96
Covington Capital Management
California
$57K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.6K +$37.7K +580 +276%
MA
98
MUFG Americas
New York
$47K
NCM
99
Next Capital Management
New York
$44K
RBC
100
Roble Belko & Company
Pennsylvania
$37K