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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$666K +$85.2K +932 +15%
SW
77
SVB Wealth
Massachusetts
$665K +$668K +7,310 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$650K +$375K +4,102 +135%
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$645K +$13.3K +146 +2%
AIC
80
Ayalon Insurance Company
Israel
$612K +$283K +3,092 +86%
AF
81
Affiance Financial
Minnesota
$580K -$23.2K -254 -4%
RWRC
82
R.W. Roge & Company
New York
$552K -$13.2K -144 -2%
PCG
83
Private Capital Group
Connecticut
$493K +$407K +4,450 +463%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$490K -$11.5K -126 -2%
IF
85
IRON Financial
Illinois
$476K +$1.28K +14 +0.3%
MP
86
McDonald Partners
Ohio
$475K +$78.2K +856 +20%
MCM
87
Manchester Capital Management
Vermont
$438K
DWT
88
Dorsey & Whitney Trust
South Dakota
$435K
APA
89
American Portfolios Advisors
New York
$432K +$191K +2,088 +78%
CFO
90
Collective Family Office
Pennsylvania
$418K
LFF
91
Level Four Financial
Texas
$405K -$94.7K -1,036 -19%
BWM
92
Benchmark Wealth Management
Connecticut
$405K +$39.3K +430 +11%
CT
93
Cambridge Trust
Massachusetts
$390K -$2.56K -28 -0.6%
CFS
94
CRA Financial Services
New Jersey
$390K
EWM
95
Evermay Wealth Management
Virginia
$371K +$15.4K +168 +4%
HI
96
Harbour Investments
Wisconsin
$364K +$311K +3,402 +573%
F
97
F3Logic
Minnesota
$359K -$91K -996 -20%
PPA
98
Parametric Portfolio Associates
Washington
$332K -$10.1K -110 -3%
IWM
99
IHT Wealth Management
Illinois
$329K -$121K -1,328 -27%
RMDI
100
R.M. Davis Inc
Maine
$316K