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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
126
Capital Directions Investment Advisors
Georgia
$89K +$89.2K +976 New
SWM
127
Selective Wealth Management
Virginia
$80K +$80.1K +876 New
CCM
128
Covington Capital Management
California
$71K – – –
DWMG
129
DB Wealth Management Group
California
$67K – – –
CWC
130
Carolinas Wealth Consulting
North Carolina
$65K +$183 +2 +0.3%
SWM
131
Spire Wealth Management
Virginia
$61K +$33.6K +368 +120%
RBC
132
Roble Belko & Company
Pennsylvania
$51K – – –
FEG
133
Financial Enhancement Group
Indiana
$48K – – –
AssetMark Inc
134
AssetMark Inc
California
$41K +$40.4K +442 +3,683%
MPCG
135
Matrix Private Capital Group
New York
$40K – – –
LPWM
136
Lake Point Wealth Management
Texas
$39K +$39.3K +430 New
Barclays
137
Barclays
United Kingdom
$38K +$38.2K +418 New
HF
138
Halpern Financial
Virginia
$37.9K +$8.59K +94 +29%
BlackRock
139
BlackRock
New York
$36K – – –
CAAS
140
Capital Asset Advisory Services
Michigan
$35K – – –
FWP
141
FAS Wealth Partners
Kansas
$32K +$32K +350 New
GRP
142
Global Retirement Partners
California
$31K – – –
GWM
143
Geneos Wealth Management
Colorado
$25K – – –
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K +$17.4K +190 +244%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$23K – – –
Citigroup
146
Citigroup
New York
$18K -$18.3K -200 -50%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
SBL
148
Sargent Bickham Lagudis
Colorado
$17K – – –
BAM
149
Bellevue Asset Management
Washington
$14K – – –
PWA
150
Phoenix Wealth Advisors
North Carolina
$14K – – –