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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
Halpern Financial
Virginia
$26.7K
JWA
177
JFS Wealth Advisors
Pennsylvania
$22.3K
PMFA
178
Plante Moran Financial Advisors
Michigan
$20.8K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$17K -$17.7K -200 -50%
Amundi
180
Amundi
France
$15.7K
BWS
181
Buck Wealth Strategies
Colorado
$15.4K
PTC
182
Private Trust Company
Ohio
$13.3K +$13.9K +157 New
S
183
SignatureFD
Georgia
$13K
BAM
184
Bellevue Asset Management
Washington
$12.7K
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$10K -$444 -5 -4%
CSB
187
City State Bank
Iowa
$8K
PA
188
Parallel Advisors
California
$6.59K
CFGS
189
Concourse Financial Group Securities
Alabama
$6.44K
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$5.07K
KFI
191
Key Financial Inc
Pennsylvania
$4.82K
FFA
192
Farther Finance Advisors
California
$4.06K
FRA
193
Front Row Advisors
California
$2.54K
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$2.2K -$8.25K -93 -78%
AWM
195
Atticus Wealth Management
Florida
$1.52K
GIA
196
GHP Investment Advisors
Colorado
$1.32K
MIM
197
Macroview Investment Management
Maryland
$339 +$355 +4 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$182
V
199
Veritable
Delaware
-$9.39M -106,002 Closed
SLF
200
Sun Life Financial
Ontario, Canada
-$2.79M -31,558 Closed