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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$57K
CCM
102
Covington Capital Management
California
$52K
CAAS
103
Capital Asset Advisory Services
Michigan
$43K +$36.5K +648 New
RBC
104
Roble Belko & Company
Pennsylvania
$34K
FEG
105
Financial Enhancement Group
Indiana
$32K
Citigroup
106
Citigroup
New York
$24K
GRP
107
Global Retirement Partners
California
$21K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$18K
GWM
109
Geneos Wealth Management
Colorado
$16K
APA
110
American Portfolios Advisors
New York
$11.2K
SBL
111
Sargent Bickham Lagudis
Colorado
$11K
S
112
SignatureFD
Georgia
$9K -$9K -160 -51%
BAM
113
Bellevue Asset Management
Washington
$9K
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CFD
115
Creative Financial Designs
Indiana
$8K +$7.43K +132 New
CWC
116
Carolinas Wealth Consulting
North Carolina
$6K -$286K -5,090 -98%
PA
117
Procyon Advisors
Connecticut
$6K +$5.74K +102 New
OPS
118
Orion Portfolio Solutions
Nebraska
$5K
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.69K
WB
120
West Bancorporation
Iowa
$3K
FRA
121
Front Row Advisors
California
$2K
SPIA
122
Steward Partners Investment Advisory
New York
$2K
TFS
123
TrustCore Financial Services
Tennessee
$1K
Goldman Sachs
124
Goldman Sachs
New York
-$1.87M -38,386 Closed
MGIA
125
Moneta Group Investment Advisors
Missouri
-$1.03M -21,212 Closed