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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Anson Capital
Georgia
$964K -$89.7K -1,041 -8%
SWA
77
Sax Wealth Advisors
New Jersey
$958K +$431 +5 +0%
GT
78
Greenleaf Trust
Michigan
$900K +$53.9K +626 +6%
FTS
79
Fifth Third Securities
Ohio
$888K -$37.9K -440 -4%
SFA
80
Source Financial Advisors
New York
$880K -$171K -1,981 -16%
P
81
Pitcairn
Pennsylvania
$852K +$867K +10,060 New
SFS
82
Summit Financial Strategies
Ohio
$844K
SN
83
Sittner & Nelson
Oregon
$837K
FNBOO
84
First National Bank of Omaha
Nebraska
$827K
HFW
85
Horizon Family Wealth
Illinois
$805K +$6.72K +78 +0.8%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$798K -$25.7K -298 -3%
RRC
87
Relaxing Retirement Coach
Massachusetts
$789K
TI
88
Truepoint Inc
Ohio
$771K
RWP
89
RWA Wealth Partners
Massachusetts
$759K
AWS
90
Atria Wealth Solutions
New York
$665K +$107K +1,247 +19%
PPW
91
PACK Private Wealth
Minnesota
$663K
MCWS
92
McKinley Carter Wealth Services
West Virginia
$649K -$14.7K -170 -2%
VA
93
Valmark Advisers
Ohio
$644K +$36.5K +424 +6%
ORC
94
O'Rourke & Company
Massachusetts
$639K -$14.3K -166 -2%
IC
95
IEQ Capital
California
$633K
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$624K -$453K -5,253 -41%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$608K +$30K +348 +5%
FHA
98
Flagship Harbor Advisors
Massachusetts
$598K
AT
99
American Trust
Kentucky
$551K +$565K +6,552 New
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$537K -$86 -1 -0%