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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
101
Simon Quick Advisors
New Jersey
$944K -$62.2K -626 -7%
AAS
102
Avantax Advisory Services
Texas
$935K +$2.68K +27 +0.3%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$899K +$294K +2,961 +53%
CWM
104
Castle Wealth Management
Florida
$860K +$245K +2,469 +43%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$850K +$253K +2,550 +46%
EW
106
Evoke Wealth
California
$848K +$803K +8,077 New
PPW
107
PACK Private Wealth
Minnesota
$848K -$41K -412 -5%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$800K +$8.45K +85 +1%
Renaissance Technologies
109
Renaissance Technologies
New York
$798K -$258K -2,600 -25%
SWM
110
Spire Wealth Management
Virginia
$795K -$85K -855 -10%
SA
111
Sanctuary Advisors
Indiana
$763K
TCWA
112
Turtle Creek Wealth Advisors
Texas
$749K +$709K +7,133 New
HA
113
Hanover Advisors
South Carolina
$743K +$48.1K +484 +7%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$739K +$11.9K +120 +2%
CPIG
115
Chicago Partners Investment Group
Illinois
$718K -$23.3K -234 -3%
CIA
116
Concurrent Investment Advisors
Florida
$711K +$21K +211 +3%
THCM
117
Taylor Hoffman Capital Management
Virginia
$708K -$34.7K -349 -5%
SVWAG
118
Sound View Wealth Advisors Group
Georgia
$695K -$38.6K -388 -6%
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$692K
ORC
120
O'Rourke & Company
Massachusetts
$692K -$35.5K -357 -5%
MCM
121
Manchester Capital Management
Vermont
$681K
MCWS
122
McKinley Carter Wealth Services
West Virginia
$677K -$43.2K -435 -6%
LFAS
123
Level Four Advisory Services
Texas
$669K -$7.36K -74 -1%
WANY
124
Wealthspire Advisors (New York)
New York
$658K
FTS
125
Fifth Third Securities
Ohio
$638K -$35.3K -355 -6%