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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$893K +$920K +8,468 New
VA
102
Valmark Advisers
Ohio
$890K -$7.71K -71 -0.8%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$795K +$10.4K +96 +1%
GVAG
104
Great Valley Advisor Group
Delaware
$787K
BCWM
105
Bartlett & Co Wealth Management
Ohio
$769K +$44.4K +409 +6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$744K -$19.6K -180 -2%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$738K +$3.04K +28 +0.4%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$737K -$123K -1,129 -15%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$733K
ORC
110
O'Rourke & Company
Massachusetts
$729K -$50.8K -468 -6%
FTS
111
Fifth Third Securities
Ohio
$708K -$36.2K -333 -5%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$706K +$31.6K +291 +5%
MCM
113
Manchester Capital Management
Vermont
$684K
LFAS
114
Level Four Advisory Services
Texas
$679K -$528K -4,862 -43%
WANY
115
Wealthspire Advisors (New York)
New York
$661K -$67.3K -619 -9%
ESB
116
Essex Savings Bank
Connecticut
$648K
SHF
117
Stage Harbor Financial
Massachusetts
$648K
CWM
118
Castle Wealth Management
Florida
$630K -$39.1K -360 -6%
AAS
119
Avantax Advisory Services
Texas
$630K +$237K +2,179 +57%
HA
120
Hanover Advisors
South Carolina
$624K -$61.2K -563 -9%
THCM
121
Taylor Hoffman Capital Management
Virginia
$619K -$2.06K -19 -0.3%
AIP
122
Ameritas Investment Partners
Nebraska
$619K -$9.67K -89 -1%
CIA
123
Concurrent Investment Advisors
Florida
$603K +$621K +5,719 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$583K +$761 +7 +0.1%
IF
125
IRON Financial
Illinois
$579K +$4.13K +38 +0.7%