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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Barrett & Company
Rhode Island
$90.4K
EWA
152
EverSource Wealth Advisors
Alabama
$88.9K
ACA
153
Atlas Capital Advisors
Wyoming
$87.6K -$3.96K -46 -4%
EWM
154
Evermay Wealth Management
Virginia
$85.9K -$324K -3,763 -79%
OIA
155
Optimum Investment Advisors
Illinois
$84.7K
CSPIA
156
Cary Street Partners Investment Advisory
Virginia
$83K +$172 +2 +0.2%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$75.7K -$517 -6 -0.7%
TLA
158
Tanglewood Legacy Advisors
Texas
$69.6K
AWM
159
Avior Wealth Management
Nebraska
$63K +$86 +1 +0.1%
AAS
160
Ameritas Advisory Services
Nebraska
$41.2K +$42.1K +488 New
SPIA
161
Steward Partners Investment Advisory
New York
$35.9K
HF
162
Halpern Financial
Virginia
$35.2K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$34K +$17.2K +200 +99%
BlackRock
164
BlackRock
New York
$33.9K -$1.38K -16 -4%
William Blair & Company
165
William Blair & Company
Illinois
$33.9K
AF
166
Advisornet Financial
Minnesota
$32.3K -$86 -1 -0.3%
TPCW
167
TD Private Client Wealth
New York
$28.3K +$862 +10 +3%
BAM
168
Belpointe Asset Management
Nevada
$24.6K -$4.83K -56 -16%
PMFA
169
Plante Moran Financial Advisors
Michigan
$24.2K +$3.45K +40 +16%
GWM
170
Geneos Wealth Management
Colorado
$23.7K
CT
171
Colonial Trust
South Carolina
$22.9K -$52.1K -605 -69%
JWA
172
JFS Wealth Advisors
Pennsylvania
$22.4K +$22.8K +264 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K -$7.24K -84 -25%
CSB
174
City State Bank
Iowa
$17K
Amundi
175
Amundi
France
$15.7K