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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CGN Advisors
Kansas
$418K +$48.2K +485 +14%
SWP
152
Stratos Wealth Partners
Ohio
$410K -$61.1K -615 -14%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$401K +$148K +1,492 +64%
BPA
154
Beacon Pointe Advisors
California
$400K +$33.9K +341 +10%
TIAA Trust, National Association
155
TIAA Trust, National Association
North Carolina
$395K
PI
156
Pachira Investments
California
$379K +$359K +3,615 New
Northern Trust
157
Northern Trust
Illinois
$377K -$35.7K -359 -9%
DWT
158
Dorsey & Whitney Trust
South Dakota
$363K
GAM
159
Gotham Asset Management
New York
$361K
BF
160
BOK Financial
Oklahoma
$358K +$245K +2,465 +260%
1SB
161
1ST Source Bank
Indiana
$357K
WPW
162
Waldron Private Wealth
Pennsylvania
$354K
SIC
163
Samalin Investment Counsel
New York
$352K +$23.3K +234 +8%
KSWA
164
Kathleen S. Wright Associates
Pennsylvania
$349K +$795 +8 +0.2%
GVAG
165
Great Valley Advisor Group
Delaware
$345K -$455K -4,575 -58%
NS
166
NBC Securities
Alabama
$339K +$159K +1,603 +98%
SMA
167
Sage Mountain Advisors
Georgia
$339K
FFO
168
Fiduciary Family Office
Florida
$335K -$145K -1,460 -31%
PA
169
Pinnacle Associates
New York
$330K
TIP
170
Tandem Investment Partners
New Jersey
$328K +$311K +3,125 New
AAS
171
Ameritas Advisory Services
Nebraska
$328K -$275K -2,766 -47%
CAG
172
Crestwood Advisors Group
Massachusetts
$324K +$2.48K +25 +0.8%
AC
173
Apella Capital
Connecticut
$323K
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$323K +$994 +10 +0.3%
CWM
175
Centricity Wealth Management
Ohio
$316K