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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Washington Trust
Rhode Island
$119K
GJWM
177
Gilliland Jeter Wealth Management
Arkansas
$110K
GRP
178
Global Retirement Partners
California
$109K -$36.1K -362 -25%
PB
179
Pinnacle Bancorp
Nebraska
$106K +$106K +1,067 New
EWM
180
Evermay Wealth Management
Virginia
$102K
OIA
181
Optimum Investment Advisors
Illinois
$99.1K
BC
182
Barrett & Company
Rhode Island
$91.5K
CT
183
Colonial Trust
South Carolina
$87.3K
TLA
184
Tanglewood Legacy Advisors
Texas
$81.5K
EWA
185
EverSource Wealth Advisors
Alabama
$79.6K
MWA
186
Moser Wealth Advisors
Washington
$74.9K
AWM
187
Avior Wealth Management
Nebraska
$73.5K
PO
188
Private Ocean
California
$61.4K
SPIA
189
Steward Partners Investment Advisory
New York
$61K
BWL
190
Bogart Wealth LLC
Virginia
$56.2K +$56.5K +567 New
IAIM
191
International Assets Investment Management
Florida
$51.5K +$51.8K +520 New
QCG
192
Quadrant Capital Group
Ohio
$48.1K
BTI
193
Blue Trust Inc
Georgia
$47.4K
MG
194
Mather Group
Illinois
$43.7K +$42.2K +424 New
BlackRock
195
BlackRock
New York
$39.6K
ADL
196
Asset Dedication LLC
California
$39.6K +$39.8K +400 New
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$34.8K -$41K -412 -54%
HF
198
Halpern Financial
Virginia
$31.3K
FFA
199
Farther Finance Advisors
California
$29.9K -$22.3K -224 -42%
William Blair & Company
200
William Blair & Company
Illinois
$29.7K