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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Summit Financial Strategies
Ohio
$788K
NFG
77
Next Financial Group
Texas
$753K -$47.5K -522 -6%
MCWS
78
McKinley Carter Wealth Services
West Virginia
$709K
FHA
79
Flagship Harbor Advisors
Massachusetts
$690K
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$671K -$117K -1,284 -15%
TRCT
81
Tower Research Capital (TRC)
New York
$669K +$684K +7,512 New
PVH
82
Psagot Value Holdings
Israel
$659K -$8.9M -97,734 -93%
SW
83
SVB Wealth
Massachusetts
$651K
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$630K +$364 +4 +0.1%
Truist Financial
85
Truist Financial
North Carolina
$608K -$44.8K -492 -7%
AF
86
Affiance Financial
Minnesota
$560K -$7.65K -84 -1%
APA
87
American Portfolios Advisors
New York
$538K +$118K +1,294 +27%
RWRC
88
R.W. Roge & Company
New York
$535K -$26.4K -290 -5%
MP
89
McDonald Partners
Ohio
$494K +$30.2K +332 +6%
PCG
90
Private Capital Group
Connecticut
$484K
JMPWA
91
JP Morgan Private Wealth Advisors
California
$478K -$2.19K -24 -0.4%
IF
92
IRON Financial
Illinois
$466K
MCM
93
Manchester Capital Management
Vermont
$429K
DWT
94
Dorsey & Whitney Trust
South Dakota
$426K
CFO
95
Collective Family Office
Pennsylvania
$410K
LFF
96
Level Four Financial
Texas
$397K +$546 +6 +0.1%
BWM
97
Benchmark Wealth Management
Connecticut
$377K -$19.9K -218 -5%
CFS
98
CRA Financial Services
New Jersey
$375K -$7.29K -80 -2%
EWM
99
Evermay Wealth Management
Virginia
$371K +$7.47K +82 +2%
CT
100
Cambridge Trust
Massachusetts
$368K -$14.6K -160 -4%