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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Sax Wealth Advisors
New Jersey
$1.12M
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$1.11M +$9.96K +100 +0.9%
SN
78
Sittner & Nelson
Oregon
$1.1M
VF
79
Virtu Financial
New York
$1.09M +$1.1M +10,999 New
ZF
80
Zhang Financial
Michigan
$1.06M
SWM
81
Spire Wealth Management
Virginia
$1.06M -$141K -1,418 -12%
AI
82
Atria Investments
North Carolina
$1.06M -$325K -3,264 -23%
WCM
83
WealthBridge Capital Management
Ohio
$1.06M -$235K -2,362 -18%
NGA
84
Naples Global Advisors
Florida
$1.02M
P
85
Pitcairn
Pennsylvania
$997K
SFS
86
Summit Financial Strategies
Ohio
$988K
JWCA
87
J.W. Cole Advisors
Florida
$979K -$707K -7,096 -42%
SFA
88
Source Financial Advisors
New York
$916K +$9.86K +99 +1%
MCM
89
Manchester Capital Management
Vermont
$906K -$2.18M -21,900 -71%
VA
90
Valmark Advisers
Ohio
$854K -$12.1K -121 -1%
PPW
91
PACK Private Wealth
Minnesota
$837K +$7.47K +75 +0.9%
P
92
&Partners
Tennessee
$794K +$798K +8,007 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$758K -$1.79K -18 -0.2%
RJT
94
Raymond James Trust
Florida
$755K +$73.2K +735 +11%
ORC
95
O'Rourke & Company
Massachusetts
$730K
GVAG
96
Great Valley Advisor Group
Delaware
$719K +$456K +4,575 +171%
SA
97
Sanctuary Advisors
Indiana
$714K +$726K +7,292 New
FTS
98
Fifth Third Securities
Ohio
$714K -$498 -5 -0.1%
TCWA
99
Turtle Creek Wealth Advisors
Texas
$707K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$694K -$75.9K -762 -10%