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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
76
CRA Financial Services
New Jersey
$284K +$13.4K +200 +5%
Creative Planning
77
Creative Planning
Kansas
$276K +$35.1K +524 +15%
RWMH
78
Riverpoint Wealth Management Holdings
Illinois
$269K +$34.9K +522 +16%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$242K -$402 -6 -0.2%
AP
80
Appleton Partners
Massachusetts
$239K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$237K -$2.14K -32 -0.9%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$237K +$92.4K +1,380 +68%
PPA
83
Parametric Portfolio Associates
Washington
$233K
EWM
84
Endurance Wealth Management
Rhode Island
$232K +$1.34K +20 +0.6%
EWM
85
Evermay Wealth Management
Virginia
$221K +$7.36K +110 +4%
FAB
86
First American Bank
Illinois
$210K +$203K +3,028 New
AF
87
Affiance Financial
Minnesota
$197K +$189K +2,830 New
US Bancorp
88
US Bancorp
Minnesota
$162K -$4.68K -70 -3%
AWM
89
Avior Wealth Management
Nebraska
$160K +$937 +14 +0.6%
NFG
90
Next Financial Group
Texas
$151K -$32K -478 -18%
William Blair & Company
91
William Blair & Company
Illinois
$107K +$28.9K +432 +39%
ACA
92
Atlas Capital Advisors
Wyoming
$73.2K +$7.9K +118 +13%
OIA
93
Optimum Investment Advisors
Illinois
$69K
CDIA
94
Capital Directions Investment Advisors
Georgia
$68K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$68K
PCG
96
Private Capital Group
Connecticut
$66K -$28K -418 -30%
CWM
97
Cranbrook Wealth Management
Michigan
$64K +$61.7K +922 New
CCM
98
Covington Capital Management
California
$61K
MA
99
MUFG Americas
New York
$50K
CFGS
100
Concourse Financial Group Securities
Alabama
$47K +$44.8K +670 New