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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
$945K -$59.5K -707 -6%
GT
77
Greenleaf Trust
Michigan
$929K -$11.7K -139 -1%
SFA
78
Source Financial Advisors
New York
$915K -$4.97K -59 -0.6%
P
79
Pitcairn
Pennsylvania
$891K
SFS
80
Summit Financial Strategies
Ohio
$883K
SN
81
Sittner & Nelson
Oregon
$875K
FNBOO
82
First National Bank of Omaha
Nebraska
$865K
RRC
83
Relaxing Retirement Coach
Massachusetts
$825K
TI
84
Truepoint Inc
Ohio
$806K
CWM
85
Castle Wealth Management
Florida
$783K -$345K -4,096 -32%
AWS
86
Atria Wealth Solutions
New York
$708K +$9.26K +110 +1%
FTS
87
Fifth Third Securities
Ohio
$708K -$211K -2,501 -24%
PPW
88
PACK Private Wealth
Minnesota
$694K +$1.43K +17 +0.2%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$691K -$137K -1,626 -17%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$679K
VA
91
Valmark Advisers
Ohio
$670K -$3.71K -44 -0.6%
ORC
92
O'Rourke & Company
Massachusetts
$668K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$658K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$635K
RJT
95
Raymond James Trust
Florida
$614K +$370K +4,398 +173%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$593K +$126K +1,496 +29%
AT
97
American Trust
Kentucky
$586K +$5.14K +61 +0.9%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$562K
VF
99
Virtu Financial
New York
$547K +$11.8K +140 +2%
THWM
100
Taylor Hoffman Wealth Management
Virginia
$543K +$2.27K +27 +0.4%