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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
151
Turtle Creek Wealth Advisors
Texas
$677K -$142K -1,211 -17%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$643K -$16.6K -141 -2%
TFS
153
Thoroughbred Financial Services
Tennessee
$638K +$66.7K +568 +11%
IF
154
IRON Financial
Illinois
$633K +$940 +8 +0.1%
SCM
155
Stordahl Capital Management
Colorado
$633K +$15.3K +130 +2%
SIG
156
Sargent Investment Group
Maryland
$613K
UBS AM
157
UBS AM
Illinois
$595K +$612K +5,205 New
DWM
158
Diversify Wealth Management
Utah
$589K +$571K +4,861 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$580K +$1.18K +10 +0.2%
SFB
160
STAR Financial Bank
Indiana
$573K -$5.05K -43 -0.9%
AF
161
Affiance Financial
Minnesota
$570K
LFAS
162
Level Four Advisory Services
Texas
$541K -$183K -1,561 -25%
GSAM
163
Grant Street Asset Management
Pennsylvania
$541K +$1.53K +13 +0.3%
1WM
164
1900 Wealth Management
Texas
$530K +$14.7K +125 +3%
CFS
165
CRA Financial Services
New Jersey
$529K
SAM
166
Silvercrest Asset Management
New York
$525K
AF
167
Advisornet Financial
Minnesota
$488K +$118 +1 +0%
SEP
168
Signature Equity Partners
Ohio
$485K -$24.6K -209 -5%
WAM
169
WNY Asset Management
New York
$485K +$498K +4,240 New
BPA
170
Beacon Pointe Advisors
California
$467K +$211K +1,799 +79%
TPF
171
Tribridge Partners Financial
Maryland
$462K +$1.29K +11 +0.3%
CA
172
CGN Advisors
Kansas
$456K -$47.9K -408 -9%
SWP
173
Stratos Wealth Partners
Ohio
$446K
TCIIS
174
TIAA-CREF Individual & Institutional Services
New York
$424K +$436K +3,709 New
Northern Trust
175
Northern Trust
Illinois
$421K