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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$832K -$139K -1,320 -14%
EFP
102
Envision Financial Planning
Tennessee
$829K +$884K +8,402 New
GVAG
103
Great Valley Advisor Group
Delaware
$776K +$43K +409 +5%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$744K +$26.3K +250 +3%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$737K
SA
106
Sanctuary Advisors
Indiana
$717K -$152K -1,443 -17%
THCM
107
Taylor Hoffman Capital Management
Virginia
$704K +$129K +1,227 +21%
SVWAG
108
Sound View Wealth Advisors Group
Georgia
$692K +$1.68K +16 +0.2%
ORC
109
O'Rourke & Company
Massachusetts
$686K +$4.63K +44 +0.6%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K -$13.7K -130 -2%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$680K -$6.52K -62 -0.9%
CPIG
112
Chicago Partners Investment Group
Illinois
$673K +$214K +2,033 +42%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$651K -$10.5K -100 -1%
HA
114
Hanover Advisors
South Carolina
$651K +$71.6K +681 +12%
CIA
115
Concurrent Investment Advisors
Florida
$648K +$88.8K +844 +15%
MCM
116
Manchester Capital Management
Vermont
$640K
Betterment LLC
117
Betterment LLC
New York
$638K +$457K +4,344 +205%
LFAS
118
Level Four Advisory Services
Texas
$637K +$1.05K +10 +0.2%
FTS
119
Fifth Third Securities
Ohio
$635K -$28.9K -275 -4%
WANY
120
Wealthspire Advisors (New York)
New York
$618K +$105 +1 +0%
AIP
121
Ameritas Investment Partners
Nebraska
$585K +$6K +57 +1%
AAS
122
Ameritas Advisory Services
Nebraska
$583K +$106K +1,007 +21%
AC
123
Anson Capital
Georgia
$577K -$564K -5,361 -48%
CWM
124
Castle Wealth Management
Florida
$564K -$26.9K -256 -4%
CAL
125
Capital Analysts LLC
Pennsylvania
$562K +$333K +3,162 +125%