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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$761K +$23.2K +284 +3%
CWM
77
Cornerstone Wealth Management
Missouri
$740K +$815K +9,958 New
SN
78
Sittner & Nelson
Oregon
$734K
FNBOO
79
First National Bank of Omaha
Nebraska
$726K
JMPWA
80
JP Morgan Private Wealth Advisors
California
$721K +$287K +3,504 +57%
SFS
81
Summit Financial Strategies
Ohio
$704K +$19K +232 +3%
RRC
82
Relaxing Retirement Coach
Massachusetts
$691K
APA
83
American Portfolios Advisors
New York
$678K -$11.6K -142 -2%
TI
84
Truepoint Inc
Ohio
$676K
Cerity Partners
85
Cerity Partners
New York
$669K -$1.61M -19,642 -69%
RWP
86
RWA Wealth Partners
Massachusetts
$666K -$146K -1,788 -17%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$665K +$412K +5,038 +129%
HFW
88
Horizon Family Wealth
Illinois
$642K -$212K -2,592 -23%
THWM
89
Taylor Hoffman Wealth Management
Virginia
$594K -$4.42K -54 -0.7%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$582K
ORC
91
O'Rourke & Company
Massachusetts
$572K -$14.9K -182 -2%
FHA
92
Flagship Harbor Advisors
Massachusetts
$553K
PPW
93
PACK Private Wealth
Minnesota
$510K
AWS
94
Atria Wealth Solutions
New York
$498K
AF
95
Affiance Financial
Minnesota
$465K -$14.9K -182 -3%
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$464K
SWM
97
Spire Wealth Management
Virginia
$464K +$365K +4,458 +250%
WANY
98
Wealthspire Advisors (New York)
New York
$440K +$484K +5,920 New
F
99
F3Logic
Minnesota
$438K -$190K -2,322 -28%
LFAS
100
Level Four Advisory Services
Texas
$438K +$12.8K +156 +3%