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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
126
R.M. Davis Inc
Maine
$273K -$20.7K -240 -7%
IA
127
IFP Advisors
Florida
$272K +$30.6K +355 +21%
EWM
128
Endurance Wealth Management
Rhode Island
$260K
PA
129
Pinnacle Associates
New York
$260K
TP
130
Tranquility Partners
Tennessee
$256K
BWM
131
Benchmark Wealth Management
Connecticut
$253K -$137K -1,590 -35%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$248K +$253K +2,933 New
VPP
133
Vertex Planning Partners
Illinois
$246K
Truist Financial
134
Truist Financial
North Carolina
$236K +$862 +10 +0.4%
BTI
135
Blue Trust Inc
Georgia
$230K -$211K -2,449 -64%
NL
136
NWAM LLC
Washington
$220K
RJT
137
Raymond James Trust
Florida
$215K +$2.84K +33 +1%
CA
138
CGN Advisors
Kansas
$211K -$75.3K -874 -26%
BPA
139
Beacon Pointe Advisors
California
$206K +$210K +2,435 New
Corient Private Wealth
140
Corient Private Wealth
Florida
$204K +$208K +2,409 New
CAL
141
Capital Analysts LLC
Pennsylvania
$189K -$1.86M -21,545 -91%
RBC
142
Roble Belko & Company
Pennsylvania
$186K
BA
143
Bristlecone Advisors
Washington
$174K +$177K +2,058 New
HCP
144
Hexagon Capital Partners
Arkansas
$161K
WFA
145
WestHill Financial Advisors
California
$129K -$2.76K -32 -2%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$120K +$122K +1,414 New
ASN
147
Advisory Services Network
Georgia
$107K +$86 +1 +0.1%
WT
148
Washington Trust
Rhode Island
$102K
GRP
149
Global Retirement Partners
California
$98.5K +$61.9K +718 +152%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$91.6K +$8.79K +102 +10%