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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Phoenix Wealth Advisors
North Carolina
$14K
S
152
SignatureFD
Georgia
$14K
BAM
153
Bellevue Asset Management
Washington
$13K
AWM
154
Accel Wealth Management
Iowa
$12K
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$12K
AF
156
Advisornet Financial
Minnesota
$10K +$10K +110 New
TPCW
157
TD Private Client Wealth
New York
$8.02K +$1.46K +16 +22%
CPC
158
Consolidated Planning Corp
Georgia
$7K +$7.1K +78 New
PA
159
Parallel Advisors
California
$7K +$7.1K +78 New
RFA
160
Reilly Financial Advisors
California
$6K +$1.64K +18 +36%
Barclays
161
Barclays
United Kingdom
$5K -$32.6K -358 -86%
RIM
162
Rockbridge Investment Management
New York
$5K
AssetMark Inc
163
AssetMark Inc
California
$4K -$37.3K -410 -90%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$4K
BFC
165
Bedel Financial Consulting
Indiana
$3K
FRA
166
Front Row Advisors
California
$3K
SPIA
167
Steward Partners Investment Advisory
New York
$3K
PB
168
Pinnacle Bancorp
Nebraska
$2K
DI
169
Disciplined Investments
Oklahoma
$1K
RWMH
170
Riverpoint Wealth Management Holdings
Illinois
-$817K -8,980 Closed
AIC
171
Ayalon Insurance Company
Israel
-$612K -6,672 Closed
GHA
172
GW Henssler & Associates
Georgia
-$225K -2,468 Closed
AWE
173
Avidian Wealth Enterprises
Texas
-$210K -2,310 Closed
ARC
174
Advisor Resource Council
Texas
-$206K -2,260 Closed
BlackRock
175
BlackRock
New York
-$36K -400 Closed