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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$1.2M +$1.1M +12,740 New
SWM
77
Spire Wealth Management
Virginia
$1.2M -$346K -4,022 -24%
RWP
78
RWA Wealth Partners
Massachusetts
$1.17M
FB
79
First Bancorp
Maine
$1.17M
AC
80
Anson Capital
Georgia
$1.13M +$114K +1,331 +12%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$1.13M +$1.03M +11,979 New
WANY
82
Wealthspire Advisors (New York)
New York
$1.09M
LFAS
83
Level Four Advisory Services
Texas
$1.09M +$28.7K +334 +3%
SWA
84
Sax Wealth Advisors
New Jersey
$1.07M +$1.2K +14 +0.1%
SN
85
Sittner & Nelson
Oregon
$1.06M +$121K +1,406 +14%
MHS
86
M Holdings Securities
Oregon
$1.06M
RDFA
87
Ritter Daniher Financial Advisory
Ohio
$1.04M
SC
88
Savant Capital
Illinois
$986K -$10.3K -120 -1%
NGA
89
Naples Global Advisors
Florida
$960K -$10.7K -125 -1%
P
90
Pitcairn
Pennsylvania
$945K
SFS
91
Summit Financial Strategies
Ohio
$937K
VA
92
Valmark Advisers
Ohio
$891K +$167K +1,944 +26%
TI
93
Truepoint Inc
Ohio
$855K
SFA
94
Source Financial Advisors
New York
$840K +$47.8K +556 +7%
MGIA
95
Moneta Group Investment Advisors
Missouri
$820K +$347K +4,041 +86%
AWS
96
Atria Wealth Solutions
New York
$807K +$55K +640 +8%
PPW
97
PACK Private Wealth
Minnesota
$784K +$39.1K +455 +6%
FTS
98
Fifth Third Securities
Ohio
$719K -$22.1K -257 -3%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$713K +$3.61K +42 +0.6%
CWM
100
Castle Wealth Management
Florida
$708K -$82.4K -958 -11%