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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$821K +$311K +3,798 +61%
GT
77
Greenleaf Trust
Michigan
$818K +$554K +6,778 +210%
SFS
78
Summit Financial Strategies
Ohio
$815K +$40.6K +496 +5%
SN
79
Sittner & Nelson
Oregon
$808K
FNBOO
80
First National Bank of Omaha
Nebraska
$799K
JMPWA
81
JP Morgan Private Wealth Advisors
California
$795K +$1.96K +24 +0.2%
HFW
82
Horizon Family Wealth
Illinois
$771K +$64.6K +790 +9%
RWP
83
RWA Wealth Partners
Massachusetts
$768K
RRC
84
Relaxing Retirement Coach
Massachusetts
$762K
TI
85
Truepoint Inc
Ohio
$744K
MCWS
86
McKinley Carter Wealth Services
West Virginia
$641K
PPW
87
PACK Private Wealth
Minnesota
$640K +$79K +966 +14%
ORC
88
O'Rourke & Company
Massachusetts
$631K +$982 +12 +0.2%
SVWAG
89
Sound View Wealth Advisors Group
Georgia
$615K +$804K +9,832 +302%
IC
90
IEQ Capital
California
$611K +$612K +7,476 New
VA
91
Valmark Advisers
Ohio
$588K +$588K +7,184 New
FHA
92
Flagship Harbor Advisors
Massachusetts
$578K -$30.6K -374 -5%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$558K -$173K -2,116 -24%
AWS
94
Atria Wealth Solutions
New York
$541K -$4.09K -50 -0.8%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$519K +$8.18K +100 +2%
AF
96
Affiance Financial
Minnesota
$506K -$5.07K -62 -1%
LFAS
97
Level Four Advisory Services
Texas
$494K +$12.4K +152 +3%
THWM
98
Taylor Hoffman Wealth Management
Virginia
$488K -$166K -2,032 -25%
AIP
99
Ameritas Investment Partners
Nebraska
$484K +$126K +1,538 +35%
1IA
100
1834 Investment Advisors
Wisconsin
$450K +$450K +5,498 New