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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
176
Bank of New York Mellon
New York
$226K +$219K +2,140 New
AWA
177
Arkadios Wealth Advisors
Georgia
$224K
BA
178
Bristlecone Advisors
Washington
$217K
HA
179
HFG Advisors
Ohio
$215K
HSA
180
HBK Sorce Advisory
Pennsylvania
$214K
STA
181
Smith Thornton Advisors
Alabama
$211K +$204K +2,000 New
SWP
182
Stratos Wealth Partners
Ohio
$209K +$202K +1,977 New
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
$208K
MFG
184
Merit Financial Group
Georgia
$208K +$201K +1,969 New
AWAP
185
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$201K +1,968 New
SPC
186
Sigma Planning Corp
Michigan
$207K -$64.5K -632 -24%
CWC
187
Carolinas Wealth Consulting
North Carolina
$206K
DAS
188
Diversify Advisory Services
Utah
$206K +$198K +1,940 New
OIA
189
OneDigital Investment Advisors
Kansas
$205K +$198K +1,940 New
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$205K +$198K +1,938 New
LWM
191
LJI Wealth Management
Indiana
$201K +$194K +1,900 New
NS
192
NBC Securities
Alabama
$171K +$204 +2 +0.1%
AF
193
Allworth Financial
California
$170K
CAL
194
Capital Analysts LLC
Pennsylvania
$149K +$613 +6 +0.4%
RAM
195
Ramirez Asset Management
New York
$135K
IA
196
IFP Advisors
Florida
$127K
WT
197
Washington Trust
Rhode Island
$127K
PB
198
Pinnacle Bancorp
Nebraska
$118K +$5.11K +50 +5%
GJWM
199
Gilliland Jeter Wealth Management
Arkansas
$117K
GRP
200
Global Retirement Partners
California
$116K +$408 +4 +0.4%