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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
151
NWAM LLC
Washington
$244K
GVAG
152
Great Valley Advisor Group
Delaware
$242K +$222K +2,580 New
CA
153
CGN Advisors
Kansas
$242K -$47.4K -551 -18%
CCIA
154
Cherry Creek Investment Advisors
Colorado
$235K +$215K +2,502 New
EH
155
Equitable Holdings
New York
$232K +$213K +2,473 New
CAM
156
Cozad Asset Management
Illinois
$224K
AAS
157
Avantax Advisory Services
Texas
$222K -$88.9K -1,034 -30%
PS
158
Principal Securities
Iowa
$220K +$201K +2,343 New
Corient Private Wealth
159
Corient Private Wealth
Florida
$218K -$8.08K -94 -4%
4WM
160
49 Wealth Management
Texas
$204K +$186K +2,168 New
VR
161
Valued Retirements
Texas
$203K +$186K +2,158 New
RA
162
Rockingstone Advisors
Massachusetts
$201K +$184K +2,140 New
NS
163
NBC Securities
Alabama
$184K +$516 +6 +0.3%
HCP
164
Hexagon Capital Partners
Arkansas
$179K
FBC
165
Fairfield, Bush & Co
Connecticut
$177K +$162K +1,880 New
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$162K +$41.5K +483 +39%
CAL
167
Capital Analysts LLC
Pennsylvania
$134K -$11.3K -132 -8%
GRP
168
Global Retirement Partners
California
$133K +$21.7K +252 +21%
ASN
169
Advisory Services Network
Georgia
$130K +$119K +1,388 New
AF
170
Advisornet Financial
Minnesota
$125K +$30.3K +352 +36%
RAM
171
Ramirez Asset Management
New York
$120K
WT
172
Washington Trust
Rhode Island
$113K
BC
173
Barrett & Company
Rhode Island
$99K -$1.29K -15 -1%
EWM
174
Evermay Wealth Management
Virginia
$96.4K +$688 +8 +0.8%
IA
175
IFP Advisors
Florida
$95.8K -$107K -1,250 -55%