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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$279K -$8.42K -100 -3%
CA
127
CGN Advisors
Kansas
$272K +$48.9K +581 +23%
PA
128
Pinnacle Associates
New York
$272K
TP
129
Tranquility Partners
Tennessee
$268K
PA
130
PFG Advisors
Arizona
$258K -$143K -1,702 -37%
EWM
131
Endurance Wealth Management
Rhode Island
$258K -$13K -154 -5%
VPP
132
Vertex Planning Partners
Illinois
$257K
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$221K +2,625 +1,058%
GFA
134
Gallagher Fiduciary Advisors
Illinois
$247K -$81.3K -966 -26%
Truist Financial
135
Truist Financial
North Carolina
$246K -$842 -10 -0.4%
WJWM
136
Williams Jones Wealth Management
New York
$243K +$231K +2,748 New
1WM
137
1900 Wealth Management
Texas
$231K +$219K +2,606 New
NL
138
NWAM LLC
Washington
$230K
BPA
139
Beacon Pointe Advisors
California
$223K +$7.16K +85 +3%
BTI
140
Blue Trust Inc
Georgia
$214K +$93.9K +1,115 +79%
CAM
141
Cozad Asset Management
Illinois
$211K +$201K +2,386 New
IA
142
IFP Advisors
Florida
$208K +$24K +285 +14%
HWA
143
Heartwood Wealth Advisors
Virginia
$202K +$192K +2,281 New
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$202K +$66.9K +794 New
BA
145
Bristlecone Advisors
Washington
$182K
HCP
146
Hexagon Capital Partners
Arkansas
$168K
FBC
147
Fairfield, Bush & Co
Connecticut
$166K +$158K +1,880 New
CAL
148
Capital Analysts LLC
Pennsylvania
$137K -$57.9K -687 -31%
WFA
149
WestHill Financial Advisors
California
$135K
WT
150
Washington Trust
Rhode Island
$106K