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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
RWA Wealth Partners
Massachusetts
$1.29M
FB
77
First Bancorp
Maine
$1.28M
SWM
78
Spire Wealth Management
Virginia
$1.25M -$73.6K -767 -6%
AC
79
Anson Capital
Georgia
$1.21M -$24.3K -253 -2%
SWA
80
Sax Wealth Advisors
New Jersey
$1.17M +$480 +5 +0%
MHS
81
M Holdings Securities
Oregon
$1.16M
SN
82
Sittner & Nelson
Oregon
$1.14M -$22.6K -236 -2%
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$1.14M
ZF
84
Zhang Financial
Michigan
$1.1M +$318K +3,319 +45%
LFAS
85
Level Four Advisory Services
Texas
$1.09M
SC
86
Savant Capital
Illinois
$1.08M +$288 +3 +0%
NGA
87
Naples Global Advisors
Florida
$1.05M
P
88
Pitcairn
Pennsylvania
$1.04M
SFS
89
Summit Financial Strategies
Ohio
$1.03M +$671 +7 +0.1%
FF
90
Francis Financial
$1.01M +$937K +9,772 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$961K +$365K +3,805 +69%
SFA
92
Source Financial Advisors
New York
$941K +$19.2K +200 +2%
VA
93
Valmark Advisers
Ohio
$900K -$71K -740 -8%
Jane Street
94
Jane Street
New York
$874K +$814K +8,488 New
AWS
95
Atria Wealth Solutions
New York
$868K -$15.9K -166 -2%
PPW
96
PACK Private Wealth
Minnesota
$863K +$2.69K +28 +0.3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$799K +$62K +646 +9%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$790K +$7.2K +75 +1%
EFA
99
Edge Financial Advisors
Illinois
$762K +$702K +7,319 New
ORC
100
O'Rourke & Company
Massachusetts
$759K +$384 +4 +0.1%