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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$260K
SCM
127
Stordahl Capital Management
Colorado
$256K +$5.73K +70 +2%
EWM
128
Endurance Wealth Management
Rhode Island
$251K +$4.42K +54 +2%
PA
129
Pinnacle Associates
New York
$251K
TP
130
Tranquility Partners
Tennessee
$247K
VPP
131
Vertex Planning Partners
Illinois
$237K +$237K +2,900 New
Truist Financial
132
Truist Financial
North Carolina
$227K
BRWA
133
B. Riley Wealth Advisors
Florida
$213K +$213K +2,600 New
NL
134
NWAM LLC
Washington
$213K +$213K +2,600 New
RJT
135
Raymond James Trust
Florida
$205K +$205K +2,504 New
Prudential Financial
136
Prudential Financial
New Jersey
$202K +$202K +2,474 New
RBC
137
Roble Belko & Company
Pennsylvania
$179K
HCP
138
Hexagon Capital Partners
Arkansas
$155K
WFA
139
WestHill Financial Advisors
California
$127K
IA
140
IFP Advisors
Florida
$113K
ASN
141
Advisory Services Network
Georgia
$103K +$103K +1,258 New
WT
142
Washington Trust
Rhode Island
$98.1K
ACA
143
Atlas Capital Advisors
Wyoming
$88.3K -$491 -6 -0.6%
BC
144
Barrett & Company
Rhode Island
$87.3K
EWA
145
EverSource Wealth Advisors
Alabama
$85.9K
OIA
146
Optimum Investment Advisors
Illinois
$81.8K
CDIA
147
Capital Directions Investment Advisors
Georgia
$81K +$81K +990 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$80.1K
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$80K +$80K +978 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$73.6K +$654 +8 +0.9%