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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
126
Moneta Group Investment Advisors
Missouri
$550K +$205K +1,891 +57%
FHA
127
Flagship Harbor Advisors
Massachusetts
$540K +$761 +7 +0.1%
US Bancorp
128
US Bancorp
Minnesota
$534K +$128K +1,179 +30%
AF
129
Affiance Financial
Minnesota
$531K
AAS
130
Ameritas Advisory Services
Nebraska
$515K +$92.8K +854 +21%
CPIG
131
Chicago Partners Investment Group
Illinois
$510K +$128K +1,174 +32%
SWP
132
Stratos Wealth Partners
Ohio
$494K +$294K +2,702 +137%
AT
133
American Trust
Kentucky
$493K +$508K +4,677 New
CFS
134
CRA Financial Services
New Jersey
$488K
AF
135
Advisornet Financial
Minnesota
$482K +$101K +928 +25%
SCM
136
Stordahl Capital Management
Colorado
$476K +$3.58K +33 +0.7%
Renaissance Technologies
137
Renaissance Technologies
New York
$475K +$489K +4,500 New
TWA
138
Tandem Wealth Advisors
Arizona
$459K +$473K +4,355 New
1WM
139
1900 Wealth Management
Texas
$454K
NA
140
NewEdge Advisors
Louisiana
$398K +$96.4K +887 +31%
Northern Trust
141
Northern Trust
Illinois
$398K -$8.15K -75 -2%
TIAA Trust, National Association
142
TIAA Trust, National Association
North Carolina
$396K -$33.5K -308 -8%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$386K -$21.6K -199 -5%
DAS
144
Diversify Advisory Services
Utah
$375K +$178K +1,636 +84%
TFS
145
Thoroughbred Financial Services
Tennessee
$372K +$12.7K +117 +3%
IAA
146
Independent Advisor Alliance
North Carolina
$372K +$383K +3,526 New
CA
147
CGN Advisors
Kansas
$368K +$112K +1,027 +42%
BPA
148
Beacon Pointe Advisors
California
$368K +$379K +3,487 New
Corient Private Wealth
149
Corient Private Wealth
Florida
$368K -$96.8K -891 -20%
DWT
150
Dorsey & Whitney Trust
South Dakota
$365K