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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
151
Matrix Private Capital Group
New York
$40K – – –
LPWM
152
Lake Point Wealth Management
Texas
$39K – – –
HF
153
Halpern Financial
Virginia
$37.8K – – –
BlackRock
154
BlackRock
New York
$36K – – –
AF
155
Advisornet Financial
Minnesota
$35K +$20.9K +232 +153%
GRP
156
Global Retirement Partners
California
$28K +$30.8K +342 New
GWM
157
Geneos Wealth Management
Colorado
$25K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7K -$5.4K -60 -19%
PMFA
159
Plante Moran Financial Advisors
Michigan
$22K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
Amundi
161
Amundi
France
$17K – – –
BAM
162
Bellevue Asset Management
Washington
$14K – – –
S
163
SignatureFD
Georgia
$14K – – –
AssetMark Inc
164
AssetMark Inc
California
$13K -$154K -1,710 -92%
TPCW
165
TD Private Client Wealth
New York
$12.9K +$2.88K +32 +29%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$12K – – –
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
GLLW
168
Graves Light Lenhart Wealth
Virginia
$10K +$9.91K +110 New
PA
169
Parallel Advisors
California
$7K – – –
RIM
170
Rockbridge Investment Management
New York
$5.12K – – –
MCC
171
Money Concepts Capital
Florida
$4K +$3.6K +40 New
BFC
172
Bedel Financial Consulting
Indiana
$3K – – –
FRA
173
Front Row Advisors
California
$3K – – –
SPIA
174
Steward Partners Investment Advisory
New York
$3K – – –
TRCT
175
Tower Research Capital (TRC)
New York
$2K -$324K -3,602 -100%