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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$400K +$10.8K +113 +3%
BPA
127
Beacon Pointe Advisors
California
$393K +$55.6K +580 +18%
AF
128
Advisornet Financial
Minnesota
$374K +$221K +2,300 +172%
CPIG
129
Chicago Partners Investment Group
Illinois
$368K +$384 +4 +0.1%
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$363K +$863 +9 +0.3%
DWT
131
Dorsey & Whitney Trust
South Dakota
$356K
1SB
132
1ST Source Bank
Indiana
$351K
KSWA
133
Kathleen S. Wright Associates
Pennsylvania
$338K +$480 +5 +0.2%
PS
134
Principal Securities
Iowa
$337K +$88.6K +924 +39%
SMA
135
Sage Mountain Advisors
Georgia
$332K
PA
136
Pinnacle Associates
New York
$324K +$2.4K +25 +0.8%
EFG
137
Embree Financial Group
Illinois
$315K +$576 +6 +0.2%
TFS
138
Thoroughbred Financial Services
Tennessee
$314K +$293K +3,054 New
WPW
139
Waldron Private Wealth
Pennsylvania
$314K
CWM
140
Chemistry Wealth Management
New York
$313K
BWM
141
Benchmark Wealth Management
Connecticut
$307K +$5.56K +58 +2%
CAG
142
Crestwood Advisors Group
Massachusetts
$299K -$959 -10 -0.3%
IWM
143
IHT Wealth Management
Illinois
$299K
VPP
144
Vertex Planning Partners
Illinois
$299K
SPC
145
Sigma Planning Corp
Michigan
$289K +$269K +2,800 New
TPCW
146
TD Private Client Wealth
New York
$282K -$1.63K -17 -0.6%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$281K -$887K -9,248 -77%
NW
148
NewEdge Wealth
Pennsylvania
$280K +$2.3K +24 +0.8%
CT
149
Cambridge Trust
Massachusetts
$278K -$70.1K -731 -21%
GVAG
150
Great Valley Advisor Group
Delaware
$276K +$9.11K +95 +4%