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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
101
O'Rourke & Company
Massachusetts
$779K +$613 +6 +0.1%
IAIM
102
International Assets Investment Management
Florida
$769K +$511K +5,004 +962%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K +$37.4K +366 +5%
TCWA
104
Turtle Creek Wealth Advisors
Texas
$753K
FTS
105
Fifth Third Securities
Ohio
$744K -$13.7K -134 -2%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$736K +$92.6K +907 +15%
RJT
107
Raymond James Trust
Florida
$735K -$67.9K -665 -9%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$734K
BCWM
109
Bartlett & Co Wealth Management
Ohio
$729K -$9.5K -93 -1%
WANY
110
Wealthspire Advisors (New York)
New York
$727K +$129K +1,260 +22%
MCM
111
Manchester Capital Management
Vermont
$685K -$271K -2,652 -29%
HA
112
Hanover Advisors
South Carolina
$684K +$9.6K +94 +1%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$677K -$12.8K -125 -2%
CWM
114
Castle Wealth Management
Florida
$671K -$7.15K -70 -1%
SHF
115
Stage Harbor Financial
Massachusetts
$656K +$628K +6,146 New
ESB
116
Essex Savings Bank
Connecticut
$649K +$628K +6,146 New
AIP
117
Ameritas Investment Partners
Nebraska
$629K +$1.43K +14 +0.2%
THCM
118
Taylor Hoffman Capital Management
Virginia
$617K +$601K +5,886 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$583K -$102 -1 -0%
IF
120
IRON Financial
Illinois
$576K +$1.94K +19 +0.3%
FHA
121
Flagship Harbor Advisors
Massachusetts
$540K +$102 +1 +0%
AF
122
Affiance Financial
Minnesota
$531K
CFS
123
CRA Financial Services
New Jersey
$489K
SCM
124
Stordahl Capital Management
Colorado
$469K -$2.96K -29 -0.6%
GS
125
GTS Securities
Florida
$468K -$1.23K -12 -0.3%