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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$1.21M -$49.9K -402 -4%
NW
127
NewEdge Wealth
Pennsylvania
$1.2M +$788K +6,346 +223%
SWA
128
Sax Wealth Advisors
New Jersey
$1.19M
MCM
129
MAI Capital Management
Ohio
$1.16M +$1.04M +8,412 +1,699%
RWP
130
RWA Wealth Partners
Massachusetts
$1.13M -$444K -3,575 -29%
1IA
131
1834 Investment Advisors
Wisconsin
$1.1M -$75.3K -606 -7%
PPW
132
PACK Private Wealth
Minnesota
$1.06M
FTUS
133
Flow Traders U.S.
New York
$1.04M +$990K +7,967 New
NA
134
NewEdge Advisors
Louisiana
$984K -$32.2K -259 -3%
SAM
135
Smartleaf Asset Management
Massachusetts
$973K
CPIG
136
Chicago Partners Investment Group
Illinois
$969K -$30.3K -244 -3%
Betterment LLC
137
Betterment LLC
New York
$963K -$186K -1,499 -17%
CIA
138
Concurrent Investment Advisors
Florida
$946K -$10.4K -84 -1%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$940K -$14.8K -119 -2%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$940K +$18.4K +148 +2%
IC
141
IEQ Capital
California
$926K -$717K -5,773 -45%
WANY
142
Wealthspire Advisors (New York)
New York
$899K +$12.3K +99 +1%
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
$888K
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$873K +$154K +1,241 +22%
SA
145
Sanctuary Advisors
Indiana
$842K +$9.69K +78 +1%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$841K
AC
147
Anson Capital
Georgia
$841K +$3.73K +30 +0.5%
SWM
148
Spire Wealth Management
Virginia
$823K -$23.7K -191 -3%
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$810K -$1.12K -9 -0.1%
KHLMVGHM
150
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$794K +$756K +6,090 New